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 | $1,146,445 | $172,478+564.7% | $145,661+687.1% | $142,382+705.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 15.39% | 151.09%-135.7pp | 101.46%-86.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $22,517 | $4,899+359.6% | $4,238+431.4% | $4,299+423.8% |
| Participant deferral / active EE | $10,863 | $8,348+30.1% | $7,198+50.9% | $6,507+66.9% |
| Admin fee / account holder | $124,137 | $16,864+636.1% | $12,466+895.8% | $12,624+883.4% |