Filed August 20, 2017
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 8-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 | $114,917 | $102,604+12.0% | $86,188+33.3% | $139,434-17.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.97% | 1922.51%-1906.5pp | 1168.45%-1152.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,760 | $3,032-42.0% | $2,380-26.1% | $4,751-63.0% |
| Participant deferral / active EE | $24,000 | $4,676+413.3% | $3,985+502.2% | $6,710+257.7% |
| Admin fee / account holder | $1,711 | $8,657-80.2% | $6,852-75.0% | $11,403-85.0% |