Filed April 10, 2017 (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 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 | $81,583 | $201,272-59.5% | $184,203-55.7% | $145,922-44.1% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 14.46% | 29.00%-14.5pp | 28.81%-14.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,757 | $7,022-46.5% | $6,427-41.5% | $4,660-19.4% |
| Participant deferral / active EE | $5,257 | $9,806-46.4% | $9,131-42.4% | $6,688-21.4% |
| Admin fee / account holder | $10,701 | $16,364-34.6% | $13,901-23.0% | $13,397-20.1% |