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 | $19,508 | $92,703-79.0% | $82,719-76.4% | $134,475-85.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -18.30% | 944.92%-963.2pp | 701.18%-719.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,225 | $3,274-1.5% | $3,009+7.2% | $4,740-32.0% |
| Participant deferral / active EE | $3,282 | $4,802-31.7% | $4,395-25.3% | $6,400-48.7% |
| Admin fee / account holder | $696 | $5,983-88.4% | $5,329-86.9% | $11,426-93.9% |