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 | $94,634 | $74,888+26.4% | $71,209+32.9% | $142,382-33.5% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 10.00% | 345.14%-335.1pp | 282.51%-272.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,922 | $2,854+2.4% | $2,721+7.4% | $4,299-32.0% |
| Participant deferral / active EE | $10,298 | $4,454+131.2% | $4,175+146.7% | $6,507+58.3% |
| Admin fee / account holder | $64,148 | $5,568+1052.0% | $5,349+1099.3% | $12,624+408.2% |