Filed April 28, 2023 (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 | $219,079 | $121,098+80.9% | $125,175+75.0% | - |
| Participation rate | 96.0% | 74.4%+21.6pp | 79.8%+16.2pp | - |
| Annual return | 14.62% | 15.50%-0.9pp | 43.79%-29.2pp | - |
| Employer contribution / active EE | $9,389 | $1,930+386.5% | $3,865+142.9% | - |
| Participant deferral / active EE | $0 | $3,481-100.0% | $4,937-100.0% | - |
| Admin fee / account holder | $2,898 | $16,883-82.8% | $9,702-70.1% | - |