Filed February 9, 2018
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,874 | $45,035-2.6% | $62,995-30.4% | $70,131-37.4% |
| Participation rate | 95.7% | 69.5%+26.2pp | 74.8%+20.9pp | 69.5%+26.2pp |
| Annual return | 15.40% | 18.76%-3.4pp | 87.57%-72.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $3,528 | $2,051+72.0% | $2,759+27.9% | $2,342+50.6% |
| Participant deferral / active EE | $4,739 | $2,465+92.3% | $3,329+42.3% | $3,332+42.2% |
| Admin fee / account holder | $1,773 | $2,834-37.4% | $3,600-50.7% | $4,645-61.8% |