Filed February 19, 2021 (most recent of 7 filings on file)
Total covered: 34 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,206 | $76,367-86.6% | $93,606-89.1% | $72,985-86.0% |
| Participation rate | 96.2% | 71.7%+24.4pp | 75.8%+20.3pp | 69.5%+26.7pp |
| Annual return | 6.09% | 25.82%-19.7pp | 32.76%-26.7pp | 81.00%-74.9pp |
| Employer contribution / active EE | $4,416 | $2,275+94.1% | $2,718+62.5% | $2,440+81.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $484 | $6,838-92.9% | $7,888-93.9% | $5,124-90.5% |