Filed June 7, 2024 (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 | $142,689 | $138,347+3.1% | $184,203-22.5% | $80,856+76.5% |
| Participation rate | 94.2% | 83.9%+10.3pp | 86.8%+7.4pp | 67.6%+26.5pp |
| Annual return | 14.03% | 20.02%-6.0pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $5,526 | $4,850+13.9% | $6,427-14.0% | $2,755+100.6% |
| Participant deferral / active EE | $7,152 | $7,071+1.2% | $9,131-21.7% | $4,296+66.5% |
| Admin fee / account holder | $12,614 | $10,483+20.3% | $13,901-9.3% | $6,918+82.3% |