Filed November 30, 2022 (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.)
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 | $61,179 | $81,248-24.7% | $155,509-60.7% | $80,856-24.3% |
| Participation rate | 94.9% | 66.2%+28.7pp | 78.2%+16.7pp | 67.6%+27.3pp |
| Annual return | 15.62% | 33.31%-17.7pp | 64.67%-49.0pp | 35.59%-20.0pp |
| Employer contribution / active EE | $5,511 | $3,100+77.7% | $4,672+17.9% | $2,755+100.0% |
| Participant deferral / active EE | $7,305 | $3,452+111.6% | $5,626+29.8% | $4,296+70.0% |
| Admin fee / account holder | $7,471 | $7,997-6.6% | $15,912-53.0% | $6,918+8.0% |