Filed November 19, 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 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,138 | $209,832-19.9% | $189,513-11.3% | $167,490+0.4% |
| Participation rate | 91.3% | 88.7%+2.6pp | 87.8%+3.5pp | 82.1%+9.2pp |
| Annual return | 29.92% | 748.27%-718.4pp | 555.15%-525.2pp | 478.56%-448.6pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,869 | $8,935-0.7% | $8,221+7.9% | $6,341+39.9% |
| Admin fee / account holder | $1,929 | $14,293-86.5% | $12,045-84.0% | $12,309-84.3% |