Filed October 6, 2022 (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 | $83,577 | $69,515+20.2% | $86,874-3.8% | $85,850-2.6% |
| Participation rate | 89.5% | 66.3%+23.2pp | 71.6%+17.9pp | 69.3%+20.2pp |
| Annual return | 24.66% | 20.12%+4.5pp | 63.52%-38.9pp | 318.53%-293.9pp |
| Employer contribution / active EE | $1,274 | $1,880-32.2% | $2,495-48.9% | $2,565-50.3% |
| Participant deferral / active EE | $2,675 | $2,919-8.4% | $3,699-27.7% | $3,952-32.3% |
| Admin fee / account holder | $17,857 | $5,972+199.0% | $5,828+206.4% | $6,260+185.3% |