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 | $840,206 | $147,727+468.8% | $115,756+625.8% | $134,475+524.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -17.18% | 73.96%-91.1pp | 143.14%-160.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $23,558 | $4,713+399.9% | $3,793+521.2% | $4,740+397.0% |
| Participant deferral / active EE | $10,752 | $7,563+42.2% | $6,254+71.9% | $6,400+68.0% |
| Admin fee / account holder | $209,605 | $14,571+1338.5% | $8,124+2479.9% | $11,426+1734.5% |