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 | $148,978-47.5% | $200,582-61.0% | $84,808-7.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.27% | 28.16%-10.9pp | 42.33%-25.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,079 | $4,815-36.1% | $6,419-52.0% | $2,631+17.0% |
| Participant deferral / active EE | $5,875 | $7,142-17.7% | $9,331-37.0% | $4,212+39.5% |
| Admin fee / account holder | $2,719 | $13,977-80.5% | $16,305-83.3% | $7,344-63.0% |