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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,037 | $54,705+29.9% | $71,209-0.2% | $84,808-16.2% |
| Participation rate | 83.6% | 64.1%+19.5pp | 73.8%+9.9pp | 68.3%+15.3pp |
| Annual return | 12.30% | 35.90%-23.6pp | 282.51%-270.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $820 | $2,158-62.0% | $2,721-69.9% | $2,631-68.8% |
| Participant deferral / active EE | $3,326 | $3,030+9.7% | $4,175-20.4% | $4,212-21.0% |
| Admin fee / account holder | $2,424 | $4,863-50.1% | $5,349-54.7% | $7,344-67.0% |