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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,237 | $109,359+36.5% | $162,163-8.0% | $72,985+104.5% |
| Participation rate | 93.5% | 84.3%+9.2pp | 87.6%+5.9pp | 69.5%+24.0pp |
| Annual return | 22.54% | 25.46%-2.9pp | 115.59%-93.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $6,368 | $3,907+63.0% | $5,614+13.4% | $2,440+161.0% |
| Participant deferral / active EE | $10,191 | $5,481+85.9% | $7,298+39.6% | $3,607+182.5% |
| Admin fee / account holder | $29,105 | $7,972+265.1% | $10,843+168.4% | $5,124+468.0% |