Filed July 16, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,229 | $82,032-51.0% | $123,104-67.3% | $59,632-32.5% |
| Participation rate | 96.8% | 83.2%+13.6pp | 86.8%+10.0pp | 68.7%+28.1pp |
| Annual return | -1.97% | 5.12%-7.1pp | 13.22%-15.2pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,568 | $3,297-52.4% | $5,151-69.6% | $2,203-28.8% |
| Participant deferral / active EE | $2,176 | $4,667-53.4% | $6,230-65.1% | $3,192-31.8% |
| Admin fee / account holder | $1,062 | $5,881-81.9% | $9,015-88.2% | $4,297-75.3% |