Filed April 24, 2019
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,375 | $211,958-68.2% | $169,463-60.2% | $135,375-50.2% |
| Participation rate | 70.0% | 82.6%-12.6pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | -4.03% | 3.26%-7.3pp | 1.83%-5.9pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,923 | $5,120-62.4% | $4,159-53.8% | $4,779-59.8% |
| Participant deferral / active EE | $4,040 | $6,075-33.5% | $5,277-23.4% | $5,609-28.0% |
| Admin fee / account holder | $1,411 | $11,471-87.7% | $9,109-84.5% | $10,827-87.0% |