Filed October 8, 2019 (most recent of 3 filings on file)
Total covered: 2 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,740 | $75,828-85.8% | $147,614-92.7% | $59,632-82.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.55% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $3,039 | $3,485-12.8% | $5,564-45.4% | $2,203+38.0% |
| Participant deferral / active EE | $783 | $3,130-75.0% | $4,895-84.0% | $3,192-75.5% |
| Admin fee / account holder | $353 | $5,985-94.1% | $11,611-97.0% | $4,297-91.8% |