Filed July 19, 2018
Total covered: 6 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.
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 | $230,206 | $86,929+164.8% | $102,423+124.8% | $80,856+184.7% |
| Participation rate | 84.0% | 72.4%+11.6pp | 76.5%+7.5pp | 67.6%+16.4pp |
| Annual return | 20.66% | 18.88%+1.8pp | 29.32%-8.7pp | 35.59%-14.9pp |
| Employer contribution / active EE | $3,397 | $2,369+43.4% | $3,023+12.4% | $2,755+23.3% |
| Participant deferral / active EE | $7,718 | $4,118+87.4% | $5,053+52.7% | $4,296+79.7% |
| Admin fee / account holder | $50,601 | $8,049+528.7% | $9,451+435.4% | $6,918+631.4% |