Filed April 30, 2019 (most recent of 2 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,924 | $148,978-19.5% | $200,582-40.2% | $84,808+41.4% |
| Participation rate | 88.5% | 84.2%+4.2pp | 86.9%+1.6pp | 68.3%+20.2pp |
| Annual return | 11.62% | 28.16%-16.5pp | 42.33%-30.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,774 | $4,815-21.6% | $6,419-41.2% | $2,631+43.4% |
| Participant deferral / active EE | $7,188 | $7,142+0.6% | $9,331-23.0% | $4,212+70.7% |
| Admin fee / account holder | $7,071 | $13,977-49.4% | $16,305-56.6% | $7,344-3.7% |