Filed December 21, 2021 (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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,343 | $85,199+65.9% | $57,179+147.2% | $63,975+120.9% |
| Participation rate | 98.5% | 74.0%+24.4pp | 75.3%+23.1pp | 71.1%+27.3pp |
| Annual return | 13.02% | 10.43%+2.6pp | 14.59%-1.6pp | 48.65%-35.6pp |
| Employer contribution / active EE | $4,844 | $3,446+40.6% | $2,682+80.6% | $2,182+122.0% |
| Participant deferral / active EE | $4,536 | $3,109+45.9% | $3,096+46.5% | $3,356+35.1% |
| Admin fee / account holder | $776 | $39+1908.1% | $3,139-75.3% | $70+1001.3% |