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 | $314,522 | $201,272+56.3% | $184,203+70.7% | $145,922+115.5% |
| Participation rate | 89.5% | 87.5%+2.0pp | 86.8%+2.7pp | 80.3%+9.2pp |
| Annual return | 21.16% | 29.00%-7.8pp | 28.81%-7.6pp | 561.29%-540.1pp |
| Employer contribution / active EE | $17,039 | $7,022+142.7% | $6,427+165.1% | $4,660+265.7% |
| Participant deferral / active EE | $21,800 | $9,806+122.3% | $9,131+138.7% | $6,688+226.0% |
| Admin fee / account holder | $8,182 | $16,364-50.0% | $13,901-41.1% | $13,397-38.9% |