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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,669 | $171,865-73.4% | $149,718-69.5% | $147,584-69.1% |
| Participation rate | 82.6% | 88.2%-5.6pp | 87.1%-4.5pp | 82.8%-0.2pp |
| Annual return | 47.95% | 2113.22%-2065.3pp | 1501.63%-1453.7pp | 578.55%-530.6pp |
| Employer contribution / active EE | $1,526 | $6,275-75.7% | $5,445-72.0% | $4,876-68.7% |
| Participant deferral / active EE | $1,304 | $7,271-82.1% | $6,569-80.1% | $5,439-76.0% |
| Admin fee / account holder | $688 | $13,799-95.0% | $11,283-93.9% | $10,885-93.7% |