Filed May 6, 2019
Total covered: 2 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,854 | $48,795+61.6% | $65,493+20.4% | $84,808-7.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | -6.65% | 20.20%-26.9pp | 982.45%-989.1pp | 40.90%-47.5pp |
| Employer contribution / active EE | $5,315 | $1,930+175.5% | $2,574+106.5% | $2,631+102.0% |
| Participant deferral / active EE | $6,820 | $2,928+132.9% | $3,961+72.2% | $4,212+61.9% |
| Admin fee / account holder | $1,538 | $3,877-60.3% | $5,028-69.4% | $7,344-79.1% |