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 | $84,923 | $210,648-59.7% | $177,989-52.3% | $145,922-41.8% |
| Participation rate | 86.7% | 80.8%+5.9pp | 77.1%+9.6pp | 80.3%+6.4pp |
| Annual return | 17.92% | 385.86%-367.9pp | 294.48%-276.6pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,424 | $4,565-46.9% | $3,949-38.6% | $4,660-48.0% |
| Participant deferral / active EE | $5,155 | $6,958-25.9% | $6,276-17.9% | $6,688-22.9% |
| Admin fee / account holder | $580 | $12,013-95.2% | $10,363-94.4% | $13,397-95.7% |