Filed November 28, 2018 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,396 | $148,978-40.7% | $200,582-55.9% | $84,808+4.2% |
| Participation rate | 86.7% | 84.2%+2.4pp | 86.9%-0.2pp | 68.3%+18.4pp |
| Annual return | 11.86% | 28.16%-16.3pp | 42.33%-30.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,778 | $4,815-63.1% | $6,419-72.3% | $2,631-32.4% |
| Participant deferral / active EE | $5,540 | $7,142-22.4% | $9,331-40.6% | $4,212+31.6% |
| Admin fee / account holder | $6,694 | $13,977-52.1% | $16,305-58.9% | $7,344-8.8% |