Filed September 15, 2020 (most recent of 2 filings on file)
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.
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 | $150,765 | $148,978+1.2% | $200,582-24.8% | $84,808+77.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.23% | 28.16%-10.9pp | 42.33%-25.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,775 | $4,815-0.8% | $6,419-25.6% | $2,631+81.5% |
| Participant deferral / active EE | $9,081 | $7,142+27.1% | $9,331-2.7% | $4,212+115.6% |
| Admin fee / account holder | $3,360 | $13,977-76.0% | $16,305-79.4% | $7,344-54.2% |