Filed September 22, 2017 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,865 | $58,927-23.9% | $76,817-41.6% | $72,985-38.5% |
| Participation rate | 94.8% | 67.3%+27.5pp | 72.1%+22.7pp | 69.5%+25.3pp |
| Annual return | 4.66% | 2305.64%-2301.0pp | 1166.11%-1161.4pp | 81.00%-76.3pp |
| Employer contribution / active EE | $1,079 | $1,787-39.6% | $2,302-53.1% | $2,440-55.8% |
| Participant deferral / active EE | $2,324 | $2,690-13.6% | $3,336-30.3% | $3,607-35.6% |
| Admin fee / account holder | $808 | $4,013-79.9% | $6,420-87.4% | $5,124-84.2% |