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 | $1,074,457 | $173,345+519.8% | $136,007+690.0% | $145,922+636.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.07% | 1163.32%-1149.3pp | 579.32%-565.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $22,040 | $5,278+317.6% | $4,217+422.7% | $4,660+373.0% |
| Participant deferral / active EE | $11,377 | $8,699+30.8% | $7,025+62.0% | $6,688+70.1% |
| Admin fee / account holder | $20,818 | $9,954+109.1% | $6,858+203.5% | $13,397+55.4% |