Filed January 18, 2017 (most recent of 2 filings on file)
Total covered: 5 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 9-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.)
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 | $36,611 | $58,512-37.4% | $84,015-56.4% | $72,985-49.8% |
| Participation rate | 77.3% | 61.2%+16.1pp | 69.0%+8.3pp | 69.5%+7.8pp |
| Annual return | 24.09% | 28.93%-4.8pp | 71.31%-47.2pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,033 | $1,163-11.2% | $1,983-47.9% | $2,440-57.7% |
| Participant deferral / active EE | $2,176 | $2,394-9.1% | $3,239-32.8% | $3,607-39.7% |
| Admin fee / account holder | $2,666 | $4,569-41.7% | $6,101-56.3% | $5,124-48.0% |