Filed May 24, 2019
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,664 | $99,985+22.7% | $146,665-16.4% | $85,850+42.9% |
| Participation rate | 94.1% | 73.1%+21.1pp | 80.1%+14.0pp | 69.3%+24.8pp |
| Annual return | 20.69% | 18.93%+1.8pp | 22.74%-2.1pp | 318.53%-297.8pp |
| Employer contribution / active EE | $2,192 | $2,559-14.3% | $4,136-47.0% | $2,565-14.6% |
| Participant deferral / active EE | $1,855 | $4,006-53.7% | $5,506-66.3% | $3,952-53.1% |
| Admin fee / account holder | $9,868 | $7,702+28.1% | $10,280-4.0% | $6,260+57.6% |