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 | $68,737 | $125,758-45.3% | $169,993-59.6% | $75,163-8.5% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.0%+5.9pp | 67.2%+25.7pp |
| Annual return | 19.00% | 27.20%-8.2pp | 53.37%-34.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,849 | $4,615-38.3% | $6,785-58.0% | $2,670+6.7% |
| Participant deferral / active EE | $4,271 | $6,837-37.5% | $10,408-59.0% | $4,125+3.5% |
| Admin fee / account holder | $1,864 | $8,173-77.2% | $12,815-85.5% | $5,651-67.0% |