Filed March 9, 2020 (most recent of 3 filings on file)
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $437,364 | $54,705+699.5% | $71,209+514.2% | $84,808+415.7% |
| Participation rate | 97.9% | 64.1%+33.8pp | 73.8%+24.2pp | 68.3%+29.6pp |
| Annual return | 16.39% | 35.90%-19.5pp | 282.51%-266.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $10,573 | $2,158+389.9% | $2,721+288.6% | $2,631+301.8% |
| Participant deferral / active EE | $16,702 | $3,030+451.2% | $4,175+300.0% | $4,212+296.6% |
| Admin fee / account holder | $26,702 | $4,863+449.0% | $5,349+399.2% | $7,344+263.6% |