Filed January 18, 2018 (most recent of 2 filings on file)
Total covered: 7 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,494 | $85,202-16.1% | $172,739-58.6% | $72,985-2.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.53% | 27.32%-5.8pp | 802.84%-781.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $4,137 | $3,324+24.4% | $5,143-19.6% | $2,440+69.6% |
| Participant deferral / active EE | $3,274 | $3,260+0.4% | $5,198-37.0% | $3,607-9.2% |
| Admin fee / account holder | $9,197 | $5,884+56.3% | $13,954-34.1% | $5,124+79.5% |