Filed January 18, 2017 (most recent of 2 filings on file)
Total covered: 5 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 9-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 | $47,456 | $65,041-27.0% | $90,951-47.8% | $79,858-40.6% |
| Participation rate | 79.2% | 61.6%+17.6pp | 69.0%+10.2pp | 69.6%+9.5pp |
| Annual return | 20.07% | 30.45%-10.4pp | 134.60%-114.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,164 | $1,247-6.7% | $2,122-45.2% | $2,471-52.9% |
| Participant deferral / active EE | $2,221 | $2,512-11.6% | $3,373-34.2% | $3,740-40.6% |
| Admin fee / account holder | $1,060 | $4,536-76.6% | $5,959-82.2% | $5,306-80.0% |