Filed May 10, 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 9-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 | $60,724 | $53,127+14.3% | $86,590-29.9% | $70,131-13.4% |
| Participation rate | 81.8% | 65.3%+16.5pp | 73.5%+8.3pp | 69.5%+12.3pp |
| Annual return | 15.82% | 27.66%-11.8pp | 964.84%-949.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $4,626 | $2,068+123.7% | $2,839+62.9% | $2,342+97.5% |
| Participant deferral / active EE | $3,194 | $2,696+18.5% | $3,609-11.5% | $3,332-4.1% |
| Admin fee / account holder | $3,729 | $3,585+4.0% | $4,906-24.0% | $4,645-19.7% |