Filed January 21, 2020 (most recent of 2 filings on file)
Total covered: 2 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 | $218,835 | $202,432+8.1% | $169,368+29.2% | $139,434+56.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.25% | 531.74%-517.5pp | 405.60%-391.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $13,035 | $4,692+177.8% | $4,013+224.8% | $4,751+174.4% |
| Participant deferral / active EE | $12,130 | $6,938+74.8% | $6,221+95.0% | $6,710+80.8% |
| Admin fee / account holder | $4,572 | $10,708-57.3% | $9,003-49.2% | $11,403-59.9% |