Filed March 23, 2020
Total covered: 9 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 7-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,142 | $109,881+162.2% | $150,045+92.0% | $84,808+239.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 42.50% | 28.25%+14.3pp | 62.55%-20.0pp | 40.90%+1.6pp |
| Employer contribution / active EE | $13,346 | $3,561+274.8% | $4,693+184.4% | $2,631+407.3% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,613 | $8,568-46.2% | $13,435-65.7% | $7,344-37.2% |