Filed September 16, 2019
Total covered: 12 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.
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 | $233,401 | $148,978+56.7% | $200,582+16.4% | $84,808+175.2% |
| Participation rate | 97.9% | 84.2%+13.7pp | 86.9%+11.0pp | 68.3%+29.6pp |
| Annual return | 12.58% | 28.16%-15.6pp | 42.33%-29.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $8,420 | $4,815+74.9% | $6,419+31.2% | $2,631+220.0% |
| Participant deferral / active EE | $14,772 | $7,142+106.8% | $9,331+58.3% | $4,212+250.8% |
| Admin fee / account holder | $78,538 | $13,977+461.9% | $16,305+381.7% | $7,344+969.5% |