Filed January 3, 2019
Total covered: 18 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,366 | $98,750-9.5% | $149,696-40.3% | $79,858+11.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.64% | 27.43%-9.8pp | 276.60%-259.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $8,726 | $3,216+171.3% | $4,644+87.9% | $2,471+253.2% |
| Participant deferral / active EE | $16,131 | $5,680+184.0% | $6,842+135.8% | $3,740+331.3% |
| Admin fee / account holder | $6,085 | $6,053+0.5% | $9,309-34.6% | $5,306+14.7% |