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 | $67,724 | $71,050-4.7% | $93,606-27.7% | $80,856-16.2% |
| Participation rate | 91.3% | 60.4%+30.9pp | 68.7%+22.6pp | 67.6%+23.7pp |
| Annual return | 17.41% | 11.26%+6.1pp | 133.20%-115.8pp | 35.59%-18.2pp |
| Employer contribution / active EE | $3,137 | $1,564+100.6% | $2,420+29.6% | $2,755+13.9% |
| Participant deferral / active EE | $5,014 | $4,034+24.3% | $4,411+13.7% | $4,296+16.7% |
| Admin fee / account holder | $2,287 | $6,945-67.1% | $8,285-72.4% | $6,918-66.9% |