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 | $128,925 | $88,083+46.4% | $164,813-21.8% | $74,495+73.1% |
| Participation rate | 88.5% | 73.0%+15.4pp | 78.6%+9.9pp | 67.2%+21.3pp |
| Annual return | 15.65% | 17.26%-1.6pp | 69.93%-54.3pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $5,100 | $2,593+96.7% | $4,341+17.5% | $2,623+94.4% |
| Participant deferral / active EE | $6,980 | $4,498+55.2% | $6,031+15.7% | $4,346+60.6% |
| Admin fee / account holder | $2,376 | $2,234+6.4% | $12,690-81.3% | $1,942+22.4% |