Filed May 28, 2019 (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.)
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 | $42,541 | $95,416-55.4% | $185,823-77.1% | $85,850-50.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.60% | 23.59%-10.0pp | 122.05%-108.5pp | 318.53%-304.9pp |
| Employer contribution / active EE | $5,746 | $3,314+73.4% | $5,167+11.2% | $2,565+124.0% |
| Participant deferral / active EE | $6,418 | $3,423+87.5% | $5,568+15.3% | $3,952+62.4% |
| Admin fee / account holder | $2,756 | $7,213-61.8% | $16,237-83.0% | $6,260-56.0% |