Filed July 15, 2019 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,192 | $74,888+256.8% | $71,209+275.2% | $142,382+87.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.69% | 345.14%-332.5pp | 282.51%-269.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $5,594 | $2,854+96.0% | $2,721+105.6% | $4,299+30.1% |
| Participant deferral / active EE | $13,955 | $4,454+213.3% | $4,175+234.2% | $6,507+114.4% |
| Admin fee / account holder | $25,819 | $5,568+363.7% | $5,349+382.7% | $12,624+104.5% |