Filed October 17, 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,341 | $77,813-54.6% | $123,544-71.4% | $64,186-44.9% |
| Participation rate | 93.1% | 74.7%+18.3pp | 82.3%+10.8pp | 69.6%+23.5pp |
| Annual return | 15.20% | 12.48%+2.7pp | 119.20%-104.0pp | 7.63%+7.6pp |
| Employer contribution / active EE | $3,395 | $3,014+12.7% | $4,628-26.6% | $2,381+42.6% |
| Participant deferral / active EE | $8,712 | $5,240+66.3% | $6,426+35.6% | $3,470+151.1% |
| Admin fee / account holder | $3,422 | $5,519-38.0% | $9,284-63.1% | $4,888-30.0% |