Filed November 18, 2020 (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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,083 | $43,327+27.1% | $59,878-8.0% | $64,186-14.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.67% | -1.55%+12.2pp | 3.46%+7.2pp | 7.63%+3.0pp |
| Employer contribution / active EE | $3,828 | $2,028+88.7% | $2,722+40.7% | $2,381+60.8% |
| Participant deferral / active EE | $3,416 | $2,546+34.2% | $3,402+0.4% | $3,470-1.5% |
| Admin fee / account holder | $365 | $3,005-87.9% | $3,590-89.8% | $4,888-92.5% |