Filed January 5, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,470 | $51,576-39.0% | $129,207-75.6% | $80,856-61.1% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 16.71% | 20.81%-4.1pp | 9417.33%-9400.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $4,180 | $1,584+164.0% | $4,153+0.7% | $2,755+51.7% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,168-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,562 | $4,305-63.7% | $7,715-79.8% | $6,918-77.4% |