Filed January 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 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 | $247,115 | $136,179+81.5% | $98,755+150.2% | $167,490+47.5% |
| Participation rate | 70.0% | 70.2%-0.2pp | 65.7%+4.3pp | 82.1%-12.1pp |
| Annual return | 0.00% | 67.53%-67.5pp | 49.91%-49.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $5,705 | $2,631+116.8% | $2,067+175.9% | $4,837+17.9% |
| Participant deferral / active EE | $8,173 | $3,716+120.0% | $3,035+169.3% | $6,341+28.9% |
| Admin fee / account holder | $5,115 | $5,031+1.7% | $4,076+25.5% | $12,309-58.4% |