Filed October 6, 2016 (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 6-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 | $57,543 | $110,257-47.8% | $96,544-40.4% | $139,434-58.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.59% | 26.32%-12.7pp | 25.84%-12.2pp | 372.94%-359.3pp |
| Employer contribution / active EE | $7,339 | $3,620+102.8% | $2,965+147.5% | $4,751+54.5% |
| Participant deferral / active EE | $8,298 | $5,548+49.6% | $4,851+71.1% | $6,710+23.7% |
| Admin fee / account holder | $422 | $11,591-96.4% | $8,252-94.9% | $11,403-96.3% |