Filed December 13, 2022 (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 | $52,995 | $87,841-39.7% | $133,980-60.4% | $62,891-15.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 11.66% | 12.05%-0.4pp | 29.30%-17.6pp | 20.14%-8.5pp |
| Employer contribution / active EE | $6,547 | $3,483+88.0% | $5,211+25.6% | $2,281+187.0% |
| Participant deferral / active EE | $9,565 | $4,812+98.8% | $6,282+52.3% | $3,203+198.6% |
| Admin fee / account holder | $1,372 | $5,371-74.5% | $9,324-85.3% | $4,296-68.1% |