Filed November 5, 2019 (most recent of 2 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,923 | $63,346+64.1% | $92,233+12.7% | $70,131+48.2% |
| Participation rate | 60.8% | 68.7%-7.9pp | 76.5%-15.7pp | 69.5%-8.7pp |
| Annual return | 27.61% | 530.12%-502.5pp | 176.28%-148.7pp | 73.14%-45.5pp |
| Employer contribution / active EE | $875 | $2,471-64.6% | $3,679-76.2% | $2,342-62.6% |
| Participant deferral / active EE | $4,499 | $2,854+57.6% | $3,897+15.4% | $3,332+35.0% |
| Admin fee / account holder | $12,276 | $3,840+219.7% | $5,194+136.4% | $4,645+164.3% |