Filed July 16, 2018
Total covered: 2 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 | $110,969 | $82,978+33.7% | $129,995-14.6% | $71,457+55.3% |
| Participation rate | 86.1% | 74.1%+12.1pp | 78.5%+7.7pp | 67.9%+18.2pp |
| Annual return | 16.18% | 20.60%-4.4pp | -137.18%+153.4pp | 28.85%-12.7pp |
| Employer contribution / active EE | $4,658 | $2,622+77.7% | $4,320+7.8% | $2,588+80.0% |
| Participant deferral / active EE | $6,187 | $4,432+39.6% | $5,820+6.3% | $4,289+44.3% |
| Admin fee / account holder | $15,357 | $1,729+788.2% | $10,614+44.7% | $1,587+867.5% |