Filed November 26, 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 | $76,275 | $115,770-34.1% | $101,248-24.7% | $158,922-52.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 19.43% | 56.14%-36.7pp | 46.47%-27.0pp | 302.83%-283.4pp |
| Employer contribution / active EE | $4,432 | $4,175+6.2% | $3,660+21.1% | $4,761-6.9% |
| Participant deferral / active EE | $7,736 | $4,957+56.1% | $4,370+77.0% | $5,982+29.3% |
| Admin fee / account holder | $1,379 | $7,245-81.0% | $5,945-76.8% | $11,246-87.7% |