Filed April 28, 2020 (most recent of 5 filings on file)
Total covered: 8 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,669 | $109,881+79.9% | $150,045+31.7% | $84,808+133.1% |
| Participation rate | 95.7% | 76.1%+19.7pp | 82.3%+13.4pp | 68.3%+27.4pp |
| Annual return | 16.97% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $7,167 | $3,561+101.3% | $4,693+52.7% | $2,631+172.4% |
| Participant deferral / active EE | $16,876 | $6,636+154.3% | $7,997+111.0% | $4,212+300.7% |
| Admin fee / account holder | $17,501 | $8,568+104.3% | $13,435+30.3% | $7,344+138.3% |