Filed January 31, 2022 (most recent of 2 filings on file)
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.)
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 | $46,246 | $48,570-4.8% | $130,648-64.6% | $72,985-36.6% |
| Participation rate | 98.4% | 58.6%+39.8pp | 71.7%+26.7pp | 69.5%+28.9pp |
| Annual return | 20.64% | 38.63%-18.0pp | 1708.96%-1688.3pp | 81.00%-60.4pp |
| Employer contribution / active EE | $5,042 | $1,334+277.9% | $4,092+23.2% | $2,440+106.6% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,228 | $3,549-65.4% | $5,464-77.5% | $5,124-76.0% |