Filed September 14, 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 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 | $78,232 | $146,267-46.5% | $197,124-60.3% | $82,448-5.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 17.27% | 29.61%-12.3pp | 44.34%-27.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,079 | $4,723-34.8% | $6,227-50.6% | $2,551+20.7% |
| Participant deferral / active EE | $5,875 | $7,035-16.5% | $9,135-35.7% | $4,139+41.9% |
| Admin fee / account holder | $2,719 | $14,422-81.1% | $16,298-83.3% | $7,234-62.4% |