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 | $61,529 | $65,561-6.1% | $86,188-28.6% | $75,163-18.1% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 19.63% | 46.05%-26.4pp | 1168.45%-1148.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $3,165 | $1,553+103.8% | $2,380+33.0% | $2,670+18.5% |
| Participant deferral / active EE | $6,020 | $3,024+99.1% | $3,985+51.0% | $4,125+45.9% |
| Admin fee / account holder | $2,256 | $5,474-58.8% | $6,852-67.1% | $5,651-60.1% |