Filed April 29, 2020 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $706,036 | $48,046+1369.5% | $84,611+734.5% | $72,985+867.4% |
| Participation rate | 98.9% | 57.6%+41.3pp | 68.2%+30.7pp | 69.5%+29.4pp |
| Annual return | 9.57% | 37.38%-27.8pp | 258.74%-249.2pp | 81.00%-71.4pp |
| Employer contribution / active EE | $33,796 | $1,602+2009.9% | $2,652+1174.3% | $2,440+1285.2% |
| Participant deferral / active EE | $33,175 | $2,680+1137.7% | $3,899+750.9% | $3,607+819.6% |
| Admin fee / account holder | $38,637 | $3,395+1038.2% | $4,912+686.5% | $5,124+654.0% |