Filed December 27, 2018
Total covered: 3 employees
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,120 | $78,422+48.1% | $95,952+21.0% | $79,858+45.4% |
| Participation rate | 98.2% | 73.5%+24.7pp | 77.1%+21.1pp | 69.6%+28.5pp |
| Annual return | 15.00% | 19.37%-4.4pp | 91.61%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,970 | $1,945+104.1% | $2,541+56.2% | $2,471+60.7% |
| Participant deferral / active EE | $1,221 | $3,440-64.5% | $4,167-70.7% | $3,740-67.4% |
| Admin fee / account holder | $4,454 | $5,622-20.8% | $6,795-34.5% | $5,306-16.1% |