Filed March 31, 2018
Total covered: 4 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,025 | $138,347-71.1% | $184,203-78.3% | $80,856-50.5% |
| Participation rate | 81.4% | 83.9%-2.5pp | 86.8%-5.4pp | 67.6%+13.8pp |
| Annual return | 11.21% | 20.02%-8.8pp | 28.81%-17.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,540 | $4,850-47.6% | $6,427-60.5% | $2,755-7.8% |
| Participant deferral / active EE | $3,410 | $7,071-51.8% | $9,131-62.7% | $4,296-20.6% |
| Admin fee / account holder | $1,675 | $10,483-84.0% | $13,901-87.9% | $6,918-75.8% |