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 | $343,399 | $148,978+130.5% | $200,582+71.2% | $84,808+304.9% |
| Participation rate | 81.3% | 84.2%-3.0pp | 86.9%-5.6pp | 68.3%+12.9pp |
| Annual return | 15.68% | 28.16%-12.5pp | 42.33%-26.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $12,072 | $4,815+150.7% | $6,419+88.1% | $2,631+358.8% |
| Participant deferral / active EE | $11,487 | $7,142+60.8% | $9,331+23.1% | $4,212+172.8% |
| Admin fee / account holder | $42,977 | $13,977+207.5% | $16,305+163.6% | $7,344+485.2% |