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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,154 | $148,978+71.3% | $200,582+27.2% | $84,808+200.9% |
| Participation rate | 96.8% | 84.2%+12.6pp | 86.9%+9.9pp | 68.3%+28.5pp |
| Annual return | 15.55% | 28.16%-12.6pp | 42.33%-26.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $7,132 | $4,815+48.1% | $6,419+11.1% | $2,631+171.1% |
| Participant deferral / active EE | $8,509 | $7,142+19.1% | $9,331-8.8% | $4,212+102.0% |
| Admin fee / account holder | $30,531 | $13,977+118.4% | $16,305+87.3% | $7,344+315.7% |