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 | $203,642 | $110,094+85.0% | $151,611+34.3% | $68,494+197.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 87.5%+4.2pp | 67.9%+23.8pp |
| Annual return | -20.46% | -10.12%-10.3pp | 3.33%-23.8pp | -7.84%-12.6pp |
| Employer contribution / active EE | $8,814 | $4,471+97.1% | $6,166+42.9% | $2,596+239.5% |
| Participant deferral / active EE | $15,317 | $6,527+134.7% | $8,363+83.1% | $4,027+280.4% |
| Admin fee / account holder | $14,540 | $7,719+88.4% | $11,616+25.2% | $5,403+169.1% |