Filed September 30, 2022 (most recent of 3 filings on file)
Total covered: 3 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,366 | $138,347+31.8% | $184,203-1.0% | $80,856+125.5% |
| Participation rate | 98.8% | 83.9%+14.9pp | 86.8%+11.9pp | 67.6%+31.1pp |
| Annual return | 10.92% | 20.02%-9.1pp | 28.81%-17.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $6,810 | $4,850+40.4% | $6,427+6.0% | $2,755+147.2% |
| Participant deferral / active EE | $7,584 | $7,071+7.3% | $9,131-16.9% | $4,296+76.6% |
| Admin fee / account holder | $32,583 | $10,483+210.8% | $13,901+134.4% | $6,918+371.0% |