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 | $47,487 | $45,035+5.4% | $62,995-24.6% | $70,131-32.3% |
| Participation rate | 80.0% | 69.5%+10.5pp | 74.8%+5.2pp | 69.5%+10.5pp |
| Annual return | 18.89% | 18.76%+0.1pp | 87.57%-68.7pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,549 | $2,051-24.5% | $2,759-43.9% | $2,342-33.9% |
| Participant deferral / active EE | $4,090 | $2,465+65.9% | $3,329+22.8% | $3,332+22.7% |
| Admin fee / account holder | $7,725 | $2,834+172.5% | $3,600+114.6% | $4,645+66.3% |