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 | $95,079 | $123,793-23.2% | $177,821-46.5% | $79,858+19.1% |
| Participation rate | 88.9% | 84.7%+4.2pp | 87.7%+1.2pp | 69.6%+19.3pp |
| Annual return | 21.33% | 22.82%-1.5pp | 48.32%-27.0pp | 31.71%-10.4pp |
| Employer contribution / active EE | $3,772 | $4,095-7.9% | $5,918-36.3% | $2,471+52.6% |
| Participant deferral / active EE | $6,496 | $5,956+9.1% | $7,714-15.8% | $3,740+73.7% |
| Admin fee / account holder | $7,950 | $7,243+9.8% | $12,427-36.0% | $5,306+49.8% |