Filed August 2, 2021 (most recent of 2 filings on file)
Total covered: 5 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 | $153,033 | $136,307+12.3% | $177,821-13.9% | $73,488+108.2% |
| Participation rate | 96.1% | 86.1%+10.0pp | 87.7%+8.4pp | 70.7%+25.4pp |
| Annual return | 12.05% | 18.68%-6.6pp | 48.32%-36.3pp | 28.51%-16.5pp |
| Employer contribution / active EE | $6,870 | $3,712+85.1% | $5,918+16.1% | $2,270+202.6% |
| Participant deferral / active EE | $4,763 | $5,829-18.3% | $7,714-38.3% | $3,740+27.4% |
| Admin fee / account holder | $22,053 | $596+3602.9% | $12,427+77.5% | $513+4198.2% |