Filed August 9, 2018
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,111 | $102,317+104.4% | $146,958+42.3% | $80,856+158.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.16% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $4,792 | $3,713+29.1% | $4,933-2.9% | $2,755+74.0% |
| Participant deferral / active EE | $10,705 | $6,644+61.1% | $8,070+32.7% | $4,296+149.2% |
| Admin fee / account holder | $4,078 | $7,941-48.6% | $12,998-68.6% | $6,918-41.1% |