Filed October 14, 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 | $59,673 | $74,927-20.4% | $101,794-41.4% | $84,808-29.6% |
| Participation rate | 73.7% | 61.4%+12.3pp | 69.2%+4.5pp | 68.3%+5.4pp |
| Annual return | 15.76% | 18.70%-2.9pp | 30.53%-14.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,570 | $1,522+134.6% | $2,289+56.0% | $2,631+35.7% |
| Participant deferral / active EE | $6,990 | $3,099+125.6% | $4,084+71.2% | $4,212+66.0% |
| Admin fee / account holder | $6,383 | $6,514-2.0% | $8,777-27.3% | $7,344-13.1% |