Filed May 29, 2024 (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 | $95,678 | $138,347-30.8% | $184,203-48.1% | $80,856+18.3% |
| Participation rate | 98.8% | 83.9%+15.0pp | 86.8%+12.0pp | 67.6%+31.2pp |
| Annual return | 26.62% | 20.02%+6.6pp | 28.81%-2.2pp | 35.59%-9.0pp |
| Employer contribution / active EE | $69,459 | $4,850+1332.0% | $6,427+980.7% | $2,755+2421.4% |
| Participant deferral / active EE | $3,346 | $7,071-52.7% | $9,131-63.4% | $4,296-22.1% |
| Admin fee / account holder | $6,554 | $10,483-37.5% | $13,901-52.9% | $6,918-5.3% |