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 | $87,848 | $106,515-17.5% | $96,683-9.1% | $139,434-37.0% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 15.73% | 38.43%-22.7pp | 35.69%-20.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $6,074 | $4,103+48.0% | $3,737+62.5% | $4,751+27.8% |
| Participant deferral / active EE | $9,299 | $5,454+70.5% | $4,878+90.6% | $6,710+38.6% |
| Admin fee / account holder | $10,233 | $7,877+29.9% | $6,730+52.1% | $11,403-10.3% |