Filed December 20, 2018 (most recent of 4 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,353 | $125,758+101.5% | $169,993+49.0% | $75,163+237.1% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.0%+1.9pp | 67.2%+21.7pp |
| Annual return | 13.61% | 27.20%-13.6pp | 53.37%-39.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $11,122 | $4,615+141.0% | $6,785+63.9% | $2,670+316.6% |
| Participant deferral / active EE | $8,621 | $6,837+26.1% | $10,408-17.2% | $4,125+109.0% |
| Admin fee / account holder | $40,394 | $8,173+394.2% | $12,815+215.2% | $5,651+614.8% |