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 | $58,527 | $70,428-16.9% | $96,562-39.4% | $85,850-31.8% |
| Participation rate | 96.6% | 61.8%+34.8pp | 69.8%+26.8pp | 69.3%+27.3pp |
| Annual return | 14.72% | 18.59%-3.9pp | 37.78%-23.1pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,313 | $1,413+63.7% | $2,356-1.8% | $2,565-9.8% |
| Participant deferral / active EE | $4,301 | $2,894+48.6% | $3,849+11.7% | $3,952+8.8% |
| Admin fee / account holder | $517 | $4,997-89.7% | $6,181-91.6% | $6,260-91.7% |