Filed April 27, 2018
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.
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 | $89,246 | $53,516+66.8% | $126,539-29.5% | $84,808+5.2% |
| Participation rate | 91.2% | 58.2%+32.9pp | 69.8%+21.4pp | 68.3%+22.9pp |
| Annual return | 9.90% | 58.34%-48.4pp | 425.95%-416.0pp | 40.90%-31.0pp |
| Employer contribution / active EE | $3,774 | $1,535+145.9% | $3,674+2.7% | $2,631+43.5% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $4,083-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,764 | $4,497-16.3% | $6,065-37.9% | $7,344-48.7% |