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 | $85,547 | $109,359-21.8% | $162,163-47.2% | $72,985+17.2% |
| Participation rate | 90.9% | 84.3%+6.7pp | 87.6%+3.4pp | 69.5%+21.4pp |
| Annual return | 23.27% | 25.46%-2.2pp | 115.59%-92.3pp | 81.00%-57.7pp |
| Employer contribution / active EE | $4,320 | $3,907+10.6% | $5,614-23.0% | $2,440+77.1% |
| Participant deferral / active EE | $7,019 | $5,481+28.1% | $7,298-3.8% | $3,607+94.6% |
| Admin fee / account holder | $5,584 | $7,972-30.0% | $10,843-48.5% | $5,124+9.0% |