Filed June 24, 2020
Total covered: 34 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 | $69,897 | $137,414-49.1% | $189,513-63.1% | $85,850-18.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 9.99% | 38.14%-28.2pp | 555.15%-545.2pp | 318.53%-308.5pp |
| Employer contribution / active EE | $4,795 | $4,344+10.4% | $6,162-22.2% | $2,565+86.9% |
| Participant deferral / active EE | $3,170 | $6,260-49.4% | $8,221-61.4% | $3,952-19.8% |
| Admin fee / account holder | $596 | $8,630-93.1% | $12,045-95.1% | $6,260-90.5% |