Filed August 27, 2018 (most recent of 3 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 | $37,316 | $78,672-52.6% | $109,143-65.8% | $85,850-56.5% |
| Participation rate | 96.5% | 68.3%+28.2pp | 75.9%+20.6pp | 69.3%+27.2pp |
| Annual return | 21.88% | 25.09%-3.2pp | 25.75%-3.9pp | 318.53%-296.7pp |
| Employer contribution / active EE | $2,802 | $2,735+2.5% | $3,722-24.7% | $2,565+9.2% |
| Participant deferral / active EE | $4,196 | $3,467+21.0% | $4,653-9.8% | $3,952+6.2% |
| Admin fee / account holder | $2,061 | $5,469-62.3% | $6,752-69.5% | $6,260-67.1% |