Filed May 13, 2020 (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 9-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,576 | $67,606+38.4% | $82,313+13.7% | $70,131+33.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 9.50% | 21.57%-12.1pp | 25.88%-16.4pp | 73.14%-63.6pp |
| Employer contribution / active EE | $9,118 | $1,755+419.6% | $2,428+275.5% | $2,342+289.2% |
| Participant deferral / active EE | $1,243 | $2,987-58.4% | $3,706-66.4% | $3,332-62.7% |
| Admin fee / account holder | $4,889 | $4,512+8.4% | $5,608-12.8% | $4,645+5.2% |