Filed March 28, 2019 (most recent of 2 filings on file)
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,446 | $82,032-64.1% | $123,104-76.1% | $59,632-50.6% |
| Participation rate | 83.0% | 83.2%-0.2pp | 86.8%-3.8pp | 68.7%+14.3pp |
| Annual return | -0.86% | 5.12%-6.0pp | 13.22%-14.1pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $2,284 | $3,297-30.7% | $5,151-55.7% | $2,203+3.7% |
| Participant deferral / active EE | $3,656 | $4,667-21.7% | $6,230-41.3% | $3,192+14.5% |
| Admin fee / account holder | $8,810 | $5,881+49.8% | $9,015-2.3% | $4,297+105.0% |