Filed March 6, 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.)
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 | $74,743 | $51,576+44.9% | $129,207-42.2% | $80,856-7.6% |
| Participation rate | 90.4% | 57.0%+33.4pp | 69.6%+20.8pp | 67.6%+22.8pp |
| Annual return | 13.19% | 20.81%-7.6pp | 9417.33%-9404.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,800 | $1,584+76.8% | $4,153-32.6% | $2,755+1.6% |
| Participant deferral / active EE | $3,828 | $2,669+43.4% | $4,168-8.2% | $4,296-10.9% |
| Admin fee / account holder | $3,942 | $4,305-8.4% | $7,715-48.9% | $6,918-43.0% |