Filed January 2, 2020 (most recent of 3 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 | $225,714 | $74,888+201.4% | $71,209+217.0% | $142,382+58.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.81% | 345.14%-331.3pp | 282.51%-268.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $12,521 | $2,854+338.7% | $2,721+360.2% | $4,299+191.3% |
| Participant deferral / active EE | $11,379 | $4,454+155.5% | $4,175+172.6% | $6,507+74.9% |
| Admin fee / account holder | $6,230 | $5,568+11.9% | $5,349+16.5% | $12,624-50.6% |