Filed April 17, 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.)
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 | $47,255 | $65,685-28.1% | $57,179-17.4% | $273,961-82.8% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 9.20% | 21.99%-12.8pp | 14.59%-5.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $2,170 | $3,279-33.8% | $2,682-19.1% | $4,869-55.4% |
| Participant deferral / active EE | $6,014 | $3,782+59.0% | $3,096+94.3% | $5,287+13.8% |
| Admin fee / account holder | $700 | $4,835-85.5% | $3,139-77.7% | $10,132-93.1% |