Filed March 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,620 | $46,553+62.4% | $64,056+18.1% | $75,163+0.6% |
| Participation rate | 94.4% | 65.9%+28.5pp | 72.3%+22.1pp | 67.2%+27.3pp |
| Annual return | 9.84% | 26.03%-16.2pp | 33.69%-23.9pp | 160.62%-150.8pp |
| Employer contribution / active EE | $8,781 | $1,974+344.9% | $2,747+219.7% | $2,670+228.9% |
| Participant deferral / active EE | $3,647 | $2,837+28.6% | $3,880-6.0% | $4,125-11.6% |
| Admin fee / account holder | $15,404 | $2,952+421.8% | $3,068+402.1% | $5,651+172.6% |