Filed October 17, 2019 (most recent of 4 filings on file)
Total covered: 4 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,924 | $138,347-72.6% | $184,203-79.4% | $80,856-53.1% |
| Participation rate | 91.8% | 83.9%+7.9pp | 86.8%+5.0pp | 67.6%+24.2pp |
| Annual return | 15.97% | 20.02%-4.1pp | 28.81%-12.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,852 | $4,850-61.8% | $6,427-71.2% | $2,755-32.8% |
| Participant deferral / active EE | $4,849 | $7,071-31.4% | $9,131-46.9% | $4,296+12.9% |
| Admin fee / account holder | $7,877 | $10,483-24.9% | $13,901-43.3% | $6,918+13.9% |