Filed April 5, 2018 (most recent of 2 filings on file)
Total covered: 10 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,104 | $65,365+24.1% | $92,893-12.7% | $72,985+11.1% |
| Participation rate | 68.5% | 68.3%+0.2pp | 76.0%-7.5pp | 69.5%-1.0pp |
| Annual return | 34.87% | 42.10%-7.2pp | 109.41%-74.5pp | 81.00%-46.1pp |
| Employer contribution / active EE | $2,443 | $2,594-5.8% | $3,653-33.1% | $2,440+0.1% |
| Participant deferral / active EE | $5,028 | $3,128+60.7% | $4,236+18.7% | $3,607+39.4% |
| Admin fee / account holder | $3,879 | $4,251-8.8% | $5,794-33.0% | $5,124-24.3% |