Filed March 22, 2019 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,556 | $122,239-16.9% | $184,203-44.9% | $74,495+36.3% |
| Participation rate | 91.8% | 85.5%+6.3pp | 86.8%+5.0pp | 67.2%+24.6pp |
| Annual return | 68.07% | 19.95%+48.1pp | 28.81%+39.3pp | 1364.94%-1296.9pp |
| Employer contribution / active EE | $5,911 | $4,537+30.3% | $6,427-8.0% | $2,623+125.4% |
| Participant deferral / active EE | $2,956 | $7,139-58.6% | $9,131-67.6% | $4,346-32.0% |
| Admin fee / account holder | $3,828 | $1,260+203.9% | $13,901-72.5% | $1,942+97.1% |