Filed October 24, 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.)
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 | $240,186 | $115,770+107.5% | $101,248+137.2% | $158,922+51.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.35% | 56.14%-44.8pp | 46.47%-35.1pp | 302.83%-291.5pp |
| Employer contribution / active EE | $8,294 | $4,175+98.7% | $3,660+126.7% | $4,761+74.2% |
| Participant deferral / active EE | $6,897 | $4,957+39.1% | $4,370+57.8% | $5,982+15.3% |
| Admin fee / account holder | $8,644 | $7,245+19.3% | $5,945+45.4% | $11,246-23.1% |