Filed November 29, 2018 (most recent of 2 filings on file)
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 | $145,297 | $102,966+41.1% | $90,281+60.9% | $152,861-4.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.51% | 95.16%-67.7pp | 78.10%-50.6pp | 345.32%-317.8pp |
| Employer contribution / active EE | $7,835 | $3,139+149.6% | $2,854+174.5% | $4,762+64.5% |
| Participant deferral / active EE | $10,975 | $4,281+156.3% | $3,885+182.5% | $5,850+87.6% |
| Admin fee / account holder | $2,285 | $6,171-63.0% | $5,351-57.3% | $11,596-80.3% |