Filed August 31, 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 | $141,684 | $172,478-17.9% | $145,661-2.7% | $142,382-0.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 15.33% | 151.09%-135.8pp | 101.46%-86.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $6,759 | $4,899+38.0% | $4,238+59.5% | $4,299+57.2% |
| Participant deferral / active EE | $16,441 | $8,348+96.9% | $7,198+128.4% | $6,507+152.7% |
| Admin fee / account holder | $6,805 | $16,864-59.6% | $12,466-45.4% | $12,624-46.1% |