Filed October 25, 2019 (most recent of 2 filings on file)
Total covered: 2 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 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $935,107 | $755,339+23.8% | $379,746+146.2% | $158,922+488.4% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 21.78% | 53.41%-31.6pp | 34.90%-13.1pp | 302.83%-281.0pp |
| Employer contribution / active EE | $20,336 | $4,685+334.1% | $3,540+474.5% | $4,761+327.1% |
| Participant deferral / active EE | $7,991 | $7,938+0.7% | $6,024+32.7% | $5,982+33.6% |
| Admin fee / account holder | $4,537 | $14,482-68.7% | $7,927-42.8% | $11,246-59.7% |