Filed July 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 7-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 | $21,902 | $73,933-70.4% | $96,683-77.3% | $75,163-70.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 30.59% | 26.70%+3.9pp | 35.69%-5.1pp | 160.62%-130.0pp |
| Employer contribution / active EE | $2,758 | $2,928-5.8% | $3,737-26.2% | $2,670+3.3% |
| Participant deferral / active EE | $4,173 | $3,659+14.1% | $4,878-14.5% | $4,125+1.2% |
| Admin fee / account holder | $1,027 | $5,216-80.3% | $6,730-84.7% | $5,651-81.8% |