Filed January 4, 2018 (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 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,019 | $62,586-42.4% | $76,768-53.1% | $64,186-43.9% |
| Participation rate | 71.4% | 72.8%-1.4pp | 77.0%-5.5pp | 69.6%+1.9pp |
| Annual return | 9.67% | -1.95%+11.6pp | 2.43%+7.2pp | 7.63%+2.0pp |
| Employer contribution / active EE | $442 | $1,832-75.9% | $2,485-82.2% | $2,381-81.4% |
| Participant deferral / active EE | $3,678 | $3,145+17.0% | $3,852-4.5% | $3,470+6.0% |
| Admin fee / account holder | $5,358 | $4,667+14.8% | $6,675-19.7% | $4,888+9.6% |