Filed March 13, 2019
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,745 | $105,181-25.1% | $159,436-50.6% | $85,850-8.3% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.8%-5.7pp | 69.3%+7.8pp |
| Annual return | 17.54% | 45.07%-27.5pp | 263.57%-246.0pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,820 | $3,318-15.0% | $4,829-41.6% | $2,565+9.9% |
| Participant deferral / active EE | $4,690 | $5,945-21.1% | $7,352-36.2% | $3,952+18.7% |
| Admin fee / account holder | $18,223 | $6,933+162.8% | $10,799+68.8% | $6,260+191.1% |