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 | $60,348 | $167,484-64.0% | $151,611-60.2% | $134,475-55.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.52% | 7.80%-16.3pp | 3.33%-11.8pp | 417.96%-426.5pp |
| Employer contribution / active EE | $3,420 | $6,829-49.9% | $6,166-44.5% | $4,740-27.8% |
| Participant deferral / active EE | $2,817 | $8,986-68.6% | $8,363-66.3% | $6,400-56.0% |
| Admin fee / account holder | $1,719 | $13,783-87.5% | $11,616-85.2% | $11,426-85.0% |