Filed June 16, 2020 (most recent of 4 filings on file)
Total covered: 4 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,365 | $214,378-64.8% | $200,582-62.4% | $142,382-47.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 6.03% | 46.41%-40.4pp | 42.33%-36.3pp | 217.08%-211.0pp |
| Employer contribution / active EE | $12,429 | $6,841+81.7% | $6,419+93.6% | $4,299+189.1% |
| Participant deferral / active EE | $4,071 | $9,865-58.7% | $9,331-56.4% | $6,507-37.4% |
| Admin fee / account holder | $11,361 | $17,692-35.8% | $16,305-30.3% | $12,624-10.0% |