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 | $866,272 | $154,365+461.2% | $130,231+565.2% | $139,434+521.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 13.89% | 30.34%-16.4pp | 38.77%-24.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $22,213 | $5,170+329.7% | $4,126+438.4% | $4,751+367.6% |
| Participant deferral / active EE | $11,580 | $8,498+36.3% | $6,799+70.3% | $6,710+72.6% |
| Admin fee / account holder | $48,845 | $9,214+430.1% | $6,020+711.4% | $11,403+328.4% |