Filed November 6, 2023 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $248,114 | $105,181+135.9% | $159,436+55.6% | $85,850+189.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.40% | 45.07%-33.7pp | 263.57%-252.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $8,327 | $3,318+150.9% | $4,829+72.4% | $2,565+224.6% |
| Participant deferral / active EE | $9,625 | $5,945+61.9% | $7,352+30.9% | $3,952+143.6% |
| Admin fee / account holder | $12,844 | $6,933+85.3% | $10,799+18.9% | $6,260+105.2% |