Filed August 9, 2019
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 | $160,432 | $176,056-8.9% | $159,436+0.6% | $167,490-4.2% |
| Participation rate | 76.9% | 84.9%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 11.68% | 331.75%-320.1pp | 263.57%-251.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $3,128 | $5,297-41.0% | $4,829-35.2% | $4,837-35.3% |
| Participant deferral / active EE | $8,836 | $7,750+14.0% | $7,352+20.2% | $6,341+39.3% |
| Admin fee / account holder | $28,547 | $12,554+127.4% | $10,799+164.4% | $12,309+131.9% |