Filed December 2, 2021 (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 | $77,382 | $110,094-29.7% | $151,611-49.0% | $68,494+13.0% |
| Participation rate | 98.6% | 84.0%+14.7pp | 87.5%+11.2pp | 67.9%+30.8pp |
| Annual return | -11.04% | -10.12%-0.9pp | 3.33%-14.4pp | -7.84%-3.2pp |
| Employer contribution / active EE | $3,747 | $4,471-16.2% | $6,166-39.2% | $2,596+44.3% |
| Participant deferral / active EE | $5,581 | $6,527-14.5% | $8,363-33.3% | $4,027+38.6% |
| Admin fee / account holder | $7,633 | $7,719-1.1% | $11,616-34.3% | $5,403+41.3% |