Filed January 4, 2018 (most recent of 3 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 | $102,493 | $60,124+70.5% | $90,404+13.4% | $79,858+28.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 22.08% | 71.94%-49.9pp | 1293.02%-1270.9pp | 31.71%-9.6pp |
| Employer contribution / active EE | $8,335 | $2,068+303.1% | $3,262+155.5% | $2,471+237.4% |
| Participant deferral / active EE | $9,683 | $2,938+229.5% | $3,963+144.3% | $3,740+158.9% |
| Admin fee / account holder | $6,935 | $3,976+74.4% | $5,611+23.6% | $5,306+30.7% |