Filed April 4, 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 7-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 | $19,892 | $109,817-81.9% | $98,442-79.8% | $167,490-88.1% |
| Participation rate | 70.6% | 75.8%-5.2pp | 73.3%-2.7pp | 82.1%-11.5pp |
| Annual return | 20.87% | 1956.69%-1935.8pp | 1492.73%-1471.9pp | 478.56%-457.7pp |
| Employer contribution / active EE | $2,651 | $3,224-17.8% | $2,960-10.4% | $4,837-45.2% |
| Participant deferral / active EE | $2,754 | $4,673-41.1% | $4,276-35.6% | $6,341-56.6% |
| Admin fee / account holder | $1,199 | $6,753-82.3% | $5,949-79.9% | $12,309-90.3% |