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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,972 | $138,347-37.1% | $184,203-52.8% | $80,856+7.6% |
| Participation rate | 93.5% | 83.9%+9.7pp | 86.8%+6.7pp | 67.6%+25.9pp |
| Annual return | 12.11% | 20.02%-7.9pp | 28.81%-16.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $5,410 | $4,850+11.5% | $6,427-15.8% | $2,755+96.4% |
| Participant deferral / active EE | $3,352 | $7,071-52.6% | $9,131-63.3% | $4,296-22.0% |
| Admin fee / account holder | $4,853 | $10,483-53.7% | $13,901-65.1% | $6,918-29.8% |