Filed May 25, 2018 (most recent of 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,124 | $88,751+32.0% | $81,812+43.2% | $145,922-19.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 6.15% | 1025.40%-1019.2pp | 773.79%-767.6pp | 561.29%-555.1pp |
| Employer contribution / active EE | $4,196 | $3,083+36.1% | $2,912+44.1% | $4,660-9.9% |
| Participant deferral / active EE | $8,201 | $4,643+76.6% | $4,319+89.9% | $6,688+22.6% |
| Admin fee / account holder | $90,911 | $8,415+980.3% | $7,386+1130.9% | $13,397+578.6% |