Filed June 28, 2017 (most recent of 2 filings on file)
Total covered: 2 employees
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 | $186,937 | $179,726+4.0% | $156,263+19.6% | $142,382+31.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 29.48% | 77.86%-48.4pp | 59.47%-30.0pp | 217.08%-187.6pp |
| Employer contribution / active EE | $5,909 | $5,069+16.6% | $4,333+36.4% | $4,299+37.4% |
| Participant deferral / active EE | $13,787 | $6,956+98.2% | $6,158+123.9% | $6,507+111.9% |
| Admin fee / account holder | $2,621 | $17,272-84.8% | $14,255-81.6% | $12,624-79.2% |