Filed January 2, 2019 (most recent of 3 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,434 | $185,822+62.8% | $169,993+77.9% | $139,434+116.9% |
| Participation rate | 95.2% | 87.8%+7.5pp | 87.0%+8.2pp | 80.3%+14.9pp |
| Annual return | 20.24% | 60.50%-40.3pp | 53.37%-33.1pp | 372.94%-352.7pp |
| Employer contribution / active EE | $28,373 | $7,590+273.8% | $6,785+318.2% | $4,751+497.2% |
| Participant deferral / active EE | $19,605 | $11,622+68.7% | $10,408+88.4% | $6,710+192.2% |
| Admin fee / account holder | $8,770 | $15,381-43.0% | $12,815-31.6% | $11,403-23.1% |