Filed February 28, 2019 (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 | $56,033 | $58,208-3.7% | $81,812-31.5% | $80,856-30.7% |
| Participation rate | 83.1% | 63.4%+19.7pp | 72.3%+10.7pp | 67.6%+15.4pp |
| Annual return | 23.45% | 41.66%-18.2pp | 773.79%-750.3pp | 35.59%-12.1pp |
| Employer contribution / active EE | $769 | $2,340-67.1% | $2,912-73.6% | $2,755-72.1% |
| Participant deferral / active EE | $2,654 | $3,281-19.1% | $4,319-38.6% | $4,296-38.2% |
| Admin fee / account holder | $3,206 | $4,981-35.6% | $7,386-56.6% | $6,918-53.7% |