Filed March 29, 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 8-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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,218 | $84,696-52.5% | $75,696-46.9% | $167,490-76.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 17.01% | 199.36%-182.3pp | 104.53%-87.5pp | 478.56%-461.5pp |
| Employer contribution / active EE | $4,196 | $3,230+29.9% | $2,743+53.0% | $4,837-13.3% |
| Participant deferral / active EE | $6,046 | $4,580+32.0% | $3,821+58.2% | $6,341-4.7% |
| Admin fee / account holder | $339 | $5,355-93.7% | $3,619-90.6% | $12,309-97.2% |