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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,706 | $197,591-69.8% | $177,821-66.4% | $158,922-62.4% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 5.02% | 58.76%-53.7pp | 48.32%-43.3pp | 302.83%-297.8pp |
| Employer contribution / active EE | $2,826 | $6,697-57.8% | $5,918-52.2% | $4,761-40.6% |
| Participant deferral / active EE | $2,197 | $8,405-73.9% | $7,714-71.5% | $5,982-63.3% |
| Admin fee / account holder | $7,443 | $15,399-51.7% | $12,427-40.1% | $11,246-33.8% |