Filed December 21, 2017
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,026 | $136,307-48.6% | $177,821-60.6% | $73,488-4.7% |
| Participation rate | 88.1% | 86.1%+2.0pp | 87.7%+0.4pp | 70.7%+17.5pp |
| Annual return | 17.81% | 18.68%-0.9pp | 48.32%-30.5pp | 28.51%-10.7pp |
| Employer contribution / active EE | $9,322 | $3,712+151.1% | $5,918+57.5% | $2,270+310.6% |
| Participant deferral / active EE | $6,043 | $5,829+3.7% | $7,714-21.7% | $3,740+61.6% |
| Admin fee / account holder | $855 | $596+43.6% | $12,427-93.1% | $513+66.6% |