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 | $52,376 | $183,963-71.5% | $162,163-67.7% | $152,861-65.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.82% | 150.76%-136.9pp | 115.59%-101.8pp | 345.32%-331.5pp |
| Employer contribution / active EE | $2,362 | $6,371-62.9% | $5,614-57.9% | $4,762-50.4% |
| Participant deferral / active EE | $1,794 | $8,034-77.7% | $7,298-75.4% | $5,850-69.3% |
| Admin fee / account holder | $1,102 | $13,121-91.6% | $10,843-89.8% | $11,596-90.5% |