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 | $94,195 | $77,899+20.9% | $149,673-37.1% | $75,163+25.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.10% | 31.72%-17.6pp | 134.42%-120.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $4,315 | $3,137+37.5% | $4,818-10.4% | $2,670+61.6% |
| Participant deferral / active EE | $3,750 | $3,411+9.9% | $5,680-34.0% | $4,125-9.1% |
| Admin fee / account holder | $3,908 | $5,956-34.4% | $13,210-70.4% | $5,651-30.8% |