Filed August 9, 2017 (most recent of 4 filings on file)
Total covered: 9 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,114 | $100,041-63.9% | $149,718-75.9% | $70,131-48.5% |
| Participation rate | 72.9% | 83.6%-10.7pp | 87.1%-14.2pp | 69.5%+3.4pp |
| Annual return | 15.12% | 27.43%-12.3pp | 1501.63%-1486.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $895 | $3,662-75.6% | $5,445-83.6% | $2,342-61.8% |
| Participant deferral / active EE | $2,457 | $4,983-50.7% | $6,569-62.6% | $3,332-26.2% |
| Admin fee / account holder | $2,499 | $8,286-69.8% | $11,283-77.9% | $4,645-46.2% |