Filed November 22, 2019 (most recent of 5 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 | $43,249 | $109,359-60.5% | $162,163-73.3% | $72,985-40.7% |
| Participation rate | 93.4% | 84.3%+9.2pp | 87.6%+5.9pp | 69.5%+23.9pp |
| Annual return | 21.35% | 25.46%-4.1pp | 115.59%-94.2pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,237 | $3,907-42.8% | $5,614-60.2% | $2,440-8.3% |
| Participant deferral / active EE | $3,496 | $5,481-36.2% | $7,298-52.1% | $3,607-3.1% |
| Admin fee / account holder | $925 | $7,972-88.4% | $10,843-91.5% | $5,124-81.9% |