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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,552 | $148,978+23.2% | $200,582-8.5% | $84,808+116.4% |
| Participation rate | 93.9% | 84.2%+9.7pp | 86.9%+7.0pp | 68.3%+25.6pp |
| Annual return | 12.11% | 28.16%-16.0pp | 42.33%-30.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $6,899 | $4,815+43.3% | $6,419+7.5% | $2,631+162.2% |
| Participant deferral / active EE | $7,983 | $7,142+11.8% | $9,331-14.4% | $4,212+89.6% |
| Admin fee / account holder | $31,725 | $13,977+127.0% | $16,305+94.6% | $7,344+332.0% |