Filed March 7, 2018
Total covered: 11 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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,583 | $63,346-56.5% | $92,233-70.1% | $70,131-60.7% |
| Participation rate | 92.8% | 68.7%+24.1pp | 76.5%+16.3pp | 69.5%+23.2pp |
| Annual return | 11.72% | 530.12%-518.4pp | 176.28%-164.6pp | 73.14%-61.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,569 | $2,854-10.0% | $3,897-34.1% | $3,332-22.9% |
| Admin fee / account holder | $621 | $3,840-83.8% | $5,194-88.0% | $4,645-86.6% |