Filed March 11, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,089 | $53,127+129.8% | $86,590+41.0% | $70,131+74.1% |
| Participation rate | 97.1% | 65.3%+31.8pp | 73.5%+23.6pp | 69.5%+27.6pp |
| Annual return | 16.48% | 27.66%-11.2pp | 964.84%-948.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $9,574 | $2,068+362.9% | $2,839+237.2% | $2,342+308.7% |
| Participant deferral / active EE | $5,438 | $2,696+101.7% | $3,609+50.7% | $3,332+63.2% |
| Admin fee / account holder | $18,574 | $3,585+418.0% | $4,906+278.6% | $4,645+299.9% |