Filed April 16, 2018 (most recent of 2 filings on file)
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,358 | $138,044-15.7% | $125,339-7.2% | $134,475-13.5% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -18.65% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $5,165 | $5,243-1.5% | $4,814+7.3% | $4,740+9.0% |
| Participant deferral / active EE | $7,736 | $7,799-0.8% | $7,446+3.9% | $6,400+20.9% |
| Admin fee / account holder | $1,185 | $11,571-89.8% | $10,010-88.2% | $11,426-89.6% |