Filed December 21, 2018
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 | $87,562 | $76,367+14.7% | $93,606-6.5% | $72,985+20.0% |
| Participation rate | 97.6% | 71.7%+25.8pp | 75.8%+21.7pp | 69.5%+28.1pp |
| Annual return | 21.20% | 25.82%-4.6pp | 32.76%-11.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,768 | $2,275-22.3% | $2,718-34.9% | $2,440-27.5% |
| Participant deferral / active EE | $4,890 | $3,538+38.2% | $4,069+20.2% | $3,607+35.6% |
| Admin fee / account holder | $828 | $6,838-87.9% | $7,888-89.5% | $5,124-83.9% |