Filed November 4, 2016 (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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,786 | $65,041-21.9% | $90,951-44.2% | $79,858-36.4% |
| Participation rate | 93.5% | 61.6%+31.9pp | 69.0%+24.5pp | 69.6%+23.9pp |
| Annual return | 19.61% | 30.45%-10.8pp | 134.60%-115.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,889 | $1,247+51.4% | $2,122-11.0% | $2,471-23.6% |
| Participant deferral / active EE | $3,744 | $2,512+49.0% | $3,373+11.0% | $3,740+0.1% |
| Admin fee / account holder | $845 | $4,536-81.4% | $5,959-85.8% | $5,306-84.1% |