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 | $83,321 | $91,190-8.6% | $178,490-53.3% | $79,858+4.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.99% | 24.19%-10.2pp | 151.07%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $3,972 | $3,256+22.0% | $5,011-20.7% | $2,471+60.8% |
| Participant deferral / active EE | $3,394 | $3,236+4.9% | $5,202-34.8% | $3,740-9.3% |
| Admin fee / account holder | $2,145 | $6,751-68.2% | $13,984-84.7% | $5,306-59.6% |