Filed January 2, 2020 (most recent of 2 filings on file)
Total covered: 2 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 5-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,824 | $74,888+181.5% | $71,209+196.1% | $142,382+48.1% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.1%+14.9pp |
| Annual return | 19.01% | 345.14%-326.1pp | 282.51%-263.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,925 | $2,854+37.5% | $2,721+44.3% | $4,299-8.7% |
| Participant deferral / active EE | $14,267 | $4,454+220.3% | $4,175+241.7% | $6,507+119.2% |
| Admin fee / account holder | $979 | $5,568-82.4% | $5,349-81.7% | $12,624-92.2% |