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 | $97,702 | $64,119+52.4% | $112,228-12.9% | $66,914+46.0% |
| Participation rate | 68.6% | 68.5%+0.2pp | 75.1%-6.4pp | 69.8%-1.2pp |
| Annual return | -0.25% | -13.81%+13.6pp | 27.45%-27.7pp | 1.58%-1.8pp |
| Employer contribution / active EE | $2,416 | $3,005-19.6% | $3,635-33.5% | $2,544-5.0% |
| Participant deferral / active EE | $5,206 | $3,693+41.0% | $4,728+10.1% | $4,237+22.9% |
| Admin fee / account holder | $2,194 | $625+251.0% | $6,410-65.8% | $593+269.9% |