Filed June 25, 2018 (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 | $67,507 | $90,600-25.5% | $79,464-15.0% | $135,375-50.1% |
| Participation rate | 76.9% | 76.0%+0.9pp | 73.3%+3.6pp | 82.6%-5.7pp |
| Annual return | 6.10% | 977.43%-971.3pp | 718.14%-712.0pp | 519.73%-513.6pp |
| Employer contribution / active EE | $3,526 | $3,068+14.9% | $2,800+25.9% | $4,779-26.2% |
| Participant deferral / active EE | $5,036 | $4,050+24.3% | $3,704+36.0% | $5,609-10.2% |
| Admin fee / account holder | $1,588 | $5,907-73.1% | $5,113-68.9% | $10,827-85.3% |