Filed June 27, 2019 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,903 | $56,629+12.8% | $77,999-18.1% | $55,167+15.8% |
| Participation rate | 18.8% | 73.3%-54.6pp | 75.5%-56.8pp | 69.0%-50.2pp |
| Annual return | 6.71% | 2866.98%-2860.3pp | 425.96%-419.2pp | 169.23%-162.5pp |
| Employer contribution / active EE | $378 | $1,723-78.1% | $2,470-84.7% | $1,963-80.8% |
| Participant deferral / active EE | $723 | $2,777-74.0% | $3,497-79.3% | $3,054-76.3% |
| Admin fee / account holder | $30 | $467-93.6% | $5,480-99.5% | $504-94.1% |