Filed March 8, 2022 (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 | $132,312 | $89,355+48.1% | $141,162-6.3% | $72,985+81.3% |
| Participation rate | 84.3% | 75.1%+9.2pp | 82.5%+1.9pp | 69.5%+14.9pp |
| Annual return | 24.07% | 111.85%-87.8pp | 71.39%-47.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,535 | $3,114-50.7% | $4,735-67.6% | $2,440-37.1% |
| Participant deferral / active EE | $5,633 | $5,418+4.0% | $6,709-16.0% | $3,607+56.2% |
| Admin fee / account holder | $2,842 | $5,958-52.3% | $10,261-72.3% | $5,124-44.5% |