Filed November 14, 2019
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.
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 | $63,824 | $56,357+13.2% | $104,294-38.8% | $68,494-6.8% |
| Participation rate | 77.0% | 63.3%+13.8pp | 73.3%+3.8pp | 67.9%+9.1pp |
| Annual return | -20.48% | -9.19%-11.3pp | 24.61%-45.1pp | -7.84%-12.6pp |
| Employer contribution / active EE | $2,203 | $1,960+12.4% | $3,372-34.7% | $2,596-15.1% |
| Participant deferral / active EE | $2,902 | $3,077-5.7% | $4,625-37.3% | $4,027-27.9% |
| Admin fee / account holder | $6,794 | $4,903+38.6% | $7,339-7.4% | $5,403+25.8% |