Filed December 28, 2017 (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 | $180,939 | $102,966+75.7% | $90,281+100.4% | $152,861+18.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.69% | 95.16%-72.5pp | 78.10%-55.4pp | 345.32%-322.6pp |
| Employer contribution / active EE | $11,622 | $3,139+270.3% | $2,854+307.2% | $4,762+144.0% |
| Participant deferral / active EE | $6,921 | $4,281+61.6% | $3,885+78.1% | $5,850+18.3% |
| Admin fee / account holder | $935 | $6,171-84.8% | $5,351-82.5% | $11,596-91.9% |