Filed June 28, 2017 (most recent of 2 filings on file)
Total covered: 2 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.)
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 | $205,056 | $144,119+42.3% | $117,854+74.0% | $147,584+38.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.30% | 531.15%-514.8pp | 335.08%-318.8pp | 578.55%-562.2pp |
| Employer contribution / active EE | $7,803 | $4,896+59.4% | $3,786+106.1% | $4,876+60.0% |
| Participant deferral / active EE | $9,819 | $5,316+84.7% | $4,482+119.1% | $5,439+80.5% |
| Admin fee / account holder | $2,637 | $10,886-75.8% | $8,020-67.1% | $10,885-75.8% |