Filed April 19, 2018 (most recent of 3 filings on file)
Total covered: 3 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 | $133,781 | $54,705+144.5% | $71,209+87.9% | $84,808+57.7% |
| Participation rate | 96.9% | 64.1%+32.8pp | 73.8%+23.1pp | 68.3%+28.6pp |
| Annual return | 11.92% | 35.90%-24.0pp | 282.51%-270.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $8,965 | $2,158+315.4% | $2,721+229.5% | $2,631+240.7% |
| Participant deferral / active EE | $15,278 | $3,030+404.1% | $4,175+265.9% | $4,212+262.8% |
| Admin fee / account holder | $33,100 | $4,863+580.6% | $5,349+518.8% | $7,344+350.7% |