Filed June 14, 2021 (most recent of 3 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 | $248,107 | $89,355+177.7% | $141,162+75.8% | $72,985+239.9% |
| Participation rate | 86.4% | 75.1%+11.2pp | 82.5%+3.9pp | 69.5%+16.9pp |
| Annual return | 32.25% | 111.85%-79.6pp | 71.39%-39.1pp | 81.00%-48.7pp |
| Employer contribution / active EE | $5,365 | $3,114+72.3% | $4,735+13.3% | $2,440+119.9% |
| Participant deferral / active EE | $8,701 | $5,418+60.6% | $6,709+29.7% | $3,607+141.2% |
| Admin fee / account holder | $33,859 | $5,958+468.3% | $10,261+230.0% | $5,124+560.7% |