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 | $197,661 | $100,852+96.0% | $90,404+118.6% | $158,922+24.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.30% | 1724.20%-1712.9pp | 1293.02%-1281.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $10,038 | $3,689+172.2% | $3,262+207.7% | $4,761+110.8% |
| Participant deferral / active EE | $6,133 | $4,348+41.1% | $3,963+54.8% | $5,982+2.5% |
| Admin fee / account holder | $921 | $6,501-85.8% | $5,611-83.6% | $11,246-91.8% |