Filed March 7, 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 | $76,385 | $100,041-23.6% | $149,718-49.0% | $70,131+8.9% |
| Participation rate | 96.8% | 83.6%+13.3pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 26.31% | 27.43%-1.1pp | 1501.63%-1475.3pp | 73.14%-46.8pp |
| Employer contribution / active EE | $3,789 | $3,662+3.5% | $5,445-30.4% | $2,342+61.8% |
| Participant deferral / active EE | $3,493 | $4,983-29.9% | $6,569-46.8% | $3,332+4.9% |
| Admin fee / account holder | $7,258 | $8,286-12.4% | $11,283-35.7% | $4,645+56.2% |