Filed October 3, 2022 (most recent of 3 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 | $25,333 | $57,281-55.8% | $86,612-70.8% | $75,163-66.3% |
| Participation rate | 84.2% | 63.2%+21.0pp | 71.7%+12.5pp | 67.2%+17.0pp |
| Annual return | 18.00% | 2670.75%-2652.7pp | 591.07%-573.1pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,091 | $2,314-52.9% | $3,022-63.9% | $2,670-59.1% |
| Participant deferral / active EE | $2,687 | $3,318-19.0% | $4,438-39.4% | $4,125-34.9% |
| Admin fee / account holder | $10,549 | $4,112+156.5% | $5,614+87.9% | $5,651+86.7% |