Filed November 12, 2019 (most recent of 3 filings on file)
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,546 | $54,705+409.2% | $71,209+291.2% | $84,808+228.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.94% | 35.90%-20.0pp | 282.51%-266.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $11,110 | $2,158+414.9% | $2,721+308.3% | $2,631+322.3% |
| Participant deferral / active EE | $9,991 | $3,030+229.7% | $4,175+139.3% | $4,212+137.2% |
| Admin fee / account holder | $44,609 | $4,863+817.2% | $5,349+734.0% | $7,344+507.4% |