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 | $69,338 | $94,529-26.6% | $140,016-50.5% | $64,186+8.0% |
| Participation rate | 93.5% | 84.1%+9.5pp | 87.5%+6.1pp | 69.6%+24.0pp |
| Annual return | -3.33% | 7.77%-11.1pp | 651.12%-654.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $4,580 | $3,812+20.1% | $5,606-18.3% | $2,381+92.4% |
| Participant deferral / active EE | $6,344 | $5,250+20.8% | $6,927-8.4% | $3,470+82.9% |
| Admin fee / account holder | $41,021 | $6,741+508.5% | $10,705+283.2% | $4,888+739.2% |