Filed November 11, 2016
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,647 | $104,475-71.6% | $159,436-81.4% | $79,386-62.7% |
| Participation rate | 98.0% | 76.6%+21.4pp | 82.8%+15.2pp | 70.7%+27.3pp |
| Annual return | 17.22% | 67.95%-50.7pp | 263.57%-246.4pp | 116.85%-99.6pp |
| Employer contribution / active EE | $3,201 | $3,417-6.3% | $4,829-33.7% | $2,427+31.9% |
| Participant deferral / active EE | $5,547 | $6,467-14.2% | $7,352-24.6% | $4,046+37.1% |
| Admin fee / account holder | $2,689 | $711+278.1% | $10,799-75.1% | $626+329.2% |