Filed September 8, 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.)
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 | $81,872 | $74,089+10.5% | $133,980-38.9% | $55,167+48.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 14.17% | 12.11%+2.1pp | 29.30%-15.1pp | 169.23%-155.1pp |
| Employer contribution / active EE | $2,973 | $3,064-3.0% | $5,211-43.0% | $1,963+51.5% |
| Participant deferral / active EE | $3,495 | $4,678-25.3% | $6,282-44.4% | $3,054+14.4% |
| Admin fee / account holder | $778 | $458+69.8% | $9,324-91.7% | $504+54.4% |