Filed June 28, 2018
Total covered: 23 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,989 | $214,378-64.6% | $200,582-62.1% | $142,382-46.6% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.9%-16.9pp | 80.1%-10.1pp |
| Annual return | 17.98% | 46.41%-28.4pp | 42.33%-24.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,188 | $6,841-82.6% | $6,419-81.5% | $4,299-72.4% |
| Participant deferral / active EE | $4,369 | $9,865-55.7% | $9,331-53.2% | $6,507-32.9% |
| Admin fee / account holder | $1,321 | $17,692-92.5% | $16,305-91.9% | $12,624-89.5% |