Filed August 12, 2020 (most recent of 2 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,271 | $105,181-49.4% | $159,436-66.6% | $85,850-37.9% |
| Participation rate | 79.8% | 75.8%+4.0pp | 82.8%-3.0pp | 69.3%+10.5pp |
| Annual return | 17.14% | 45.07%-27.9pp | 263.57%-246.4pp | 318.53%-301.4pp |
| Employer contribution / active EE | $2,309 | $3,318-30.4% | $4,829-52.2% | $2,565-10.0% |
| Participant deferral / active EE | $7,619 | $5,945+28.2% | $7,352+3.6% | $3,952+92.8% |
| Admin fee / account holder | $4,921 | $6,933-29.0% | $10,799-54.4% | $6,260-21.4% |