Filed May 10, 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $392,545 | $133,922+193.1% | $116,228+237.7% | $142,382+175.7% |
| Participation rate | 81.0% | 77.9%+3.1pp | 74.6%+6.4pp | 80.1%+0.8pp |
| Annual return | 14.54% | 147.76%-133.2pp | 90.06%-75.5pp | 217.08%-202.5pp |
| Employer contribution / active EE | $11,440 | $3,446+232.0% | $2,994+282.0% | $4,299+166.1% |
| Participant deferral / active EE | $9,329 | $5,672+64.5% | $4,953+88.3% | $6,507+43.4% |
| Admin fee / account holder | $83,211 | $14,945+456.8% | $11,989+594.1% | $12,624+559.2% |