Filed December 21, 2018
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,256 | $39,458-8.1% | $60,547-40.1% | $55,191-34.3% |
| Participation rate | 79.7% | 59.6%+20.1pp | 68.0%+11.7pp | 69.2%+10.5pp |
| Annual return | 109.13% | 3.35%+105.8pp | 335.64%-226.5pp | 10.78%+98.4pp |
| Employer contribution / active EE | $923 | $1,210-23.7% | $2,419-61.8% | $1,899-51.4% |
| Participant deferral / active EE | $0 | $2,140-100.0% | $3,328-100.0% | $3,046-100.0% |
| Admin fee / account holder | $315 | $95+231.3% | $4,536-93.1% | $91+247.2% |