Filed April 1, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,927 | $80,717+219.5% | $154,803+66.6% | $84,808+204.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 5.06% | 37.96%-32.9pp | 58.88%-53.8pp | 40.90%-35.8pp |
| Employer contribution / active EE | $3,969 | $2,761+43.7% | $4,305-7.8% | $2,631+50.9% |
| Participant deferral / active EE | $5,007 | $3,303+51.6% | $5,540-9.6% | $4,212+18.9% |
| Admin fee / account holder | $3,178 | $6,746-52.9% | $14,329-77.8% | $7,344-56.7% |