Filed January 15, 2021 (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 | $155,080 | $78,672+97.1% | $109,143+42.1% | $85,850+80.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.99% | 25.09%-12.1pp | 25.75%-12.8pp | 318.53%-305.5pp |
| Employer contribution / active EE | $4,110 | $2,735+50.3% | $3,722+10.4% | $2,565+60.2% |
| Participant deferral / active EE | $6,275 | $3,467+81.0% | $4,653+34.9% | $3,952+58.8% |
| Admin fee / account holder | $4,736 | $5,469-13.4% | $6,752-29.9% | $6,260-24.3% |