Filed March 11, 2019 (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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,725 | $138,347+82.0% | $184,203+36.7% | $80,856+211.3% |
| Participation rate | 98.9% | 83.9%+15.0pp | 86.8%+12.0pp | 67.6%+31.2pp |
| Annual return | 21.18% | 20.02%+1.2pp | 28.81%-7.6pp | 35.59%-14.4pp |
| Employer contribution / active EE | $7,322 | $4,850+51.0% | $6,427+13.9% | $2,755+165.8% |
| Participant deferral / active EE | $8,959 | $7,071+26.7% | $9,131-1.9% | $4,296+108.6% |
| Admin fee / account holder | $5,710 | $10,483-45.5% | $13,901-58.9% | $6,918-17.5% |