Filed May 7, 2019 (most recent of 3 filings on file)
Total covered: 4 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,030 | $54,368+104.2% | $117,039-5.1% | $62,292+78.2% |
| Participation rate | 69.3% | 64.9%+4.4pp | 77.2%-7.9pp | 69.5%-0.2pp |
| Annual return | 11.18% | 21.77%-10.6pp | 18.95%-7.8pp | 28.90%-17.7pp |
| Employer contribution / active EE | $1,554 | $1,692-8.2% | $3,785-58.9% | $2,042-23.9% |
| Participant deferral / active EE | $2,176 | $2,269-4.1% | $3,929-44.6% | $3,169-31.3% |
| Admin fee / account holder | $5,238 | $493+961.6% | $5,974-12.3% | $479+992.8% |