Filed September 28, 2015 (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 | $167,114 | $73,515+127.3% | $62,995+165.3% | $147,584+13.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 23.04% | 175.43%-152.4pp | 87.57%-64.5pp | 578.55%-555.5pp |
| Employer contribution / active EE | $9,010 | $3,320+171.4% | $2,759+226.6% | $4,876+84.8% |
| Participant deferral / active EE | $9,788 | $4,185+133.9% | $3,329+194.0% | $5,439+80.0% |
| Admin fee / account holder | $1,154 | $5,953-80.6% | $3,600-67.9% | $10,885-89.4% |