Filed August 22, 2016 (most recent of 9 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 5-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 | $69,687 | $70,587-1.3% | $124,672-44.1% | $85,850-18.8% |
| Participation rate | 75.4% | 64.4%+11.0pp | 74.6%+0.8pp | 69.3%+6.1pp |
| Annual return | 14.38% | 20688.83%-20674.4pp | 5142.93%-5128.6pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,922 | $1,913+0.5% | $3,324-42.2% | $2,565-25.1% |
| Participant deferral / active EE | $4,080 | $2,969+37.4% | $4,614-11.6% | $3,952+3.2% |
| Admin fee / account holder | $624 | $5,282-88.2% | $7,493-91.7% | $6,260-90.0% |