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 | $379,164 | $214,378+76.9% | $200,582+89.0% | $142,382+166.3% |
| Participation rate | 90.5% | 87.4%+3.0pp | 86.9%+3.6pp | 80.1%+10.4pp |
| Annual return | 13.71% | 46.41%-32.7pp | 42.33%-28.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $18,190 | $6,841+165.9% | $6,419+183.4% | $4,299+323.1% |
| Participant deferral / active EE | $19,311 | $9,865+95.8% | $9,331+107.0% | $6,507+196.8% |
| Admin fee / account holder | $9,894 | $17,692-44.1% | $16,305-39.3% | $12,624-21.6% |