Filed July 31, 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 | $119,358 | $102,966+15.9% | $90,281+32.2% | $152,861-21.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.49% | 95.16%-77.7pp | 78.10%-60.6pp | 345.32%-327.8pp |
| Employer contribution / active EE | $11,541 | $3,139+267.7% | $2,854+304.3% | $4,762+142.3% |
| Participant deferral / active EE | $10,960 | $4,281+156.0% | $3,885+182.1% | $5,850+87.3% |
| Admin fee / account holder | $19,193 | $6,171+211.0% | $5,351+258.7% | $11,596+65.5% |