Filed October 23, 2017
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 | $119,839 | $86,286+38.9% | $111,297+7.7% | $85,850+39.6% |
| Participation rate | 86.0% | 73.3%+12.6pp | 77.3%+8.7pp | 69.3%+16.7pp |
| Annual return | 23.74% | 19.99%+3.8pp | 54.65%-30.9pp | 318.53%-294.8pp |
| Employer contribution / active EE | $8,138 | $2,043+298.3% | $2,731+198.0% | $2,565+217.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,887 | $8,188-64.7% | $7,964-63.7% | $6,260-53.9% |