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 | $132,297 | $114,381+15.7% | $107,525+23.0% | $142,382-7.1% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 37.15% | 242.71%-205.6pp | 181.32%-144.2pp | 217.08%-179.9pp |
| Employer contribution / active EE | $10,313 | $4,015+156.9% | $3,754+174.8% | $4,299+139.9% |
| Participant deferral / active EE | $6,343 | $5,564+14.0% | $5,116+24.0% | $6,507-2.5% |
| Admin fee / account holder | $33,201 | $9,860+236.7% | $8,919+272.3% | $12,624+163.0% |