Filed February 24, 2020
Total covered: 20 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.
Participant 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 | $138,701 | $95,266+45.6% | $82,389+68.4% | $142,382-2.6% |
| Participation rate | 73.9% | 74.5%-0.6pp | 69.5%+4.4pp | 80.1%-6.2pp |
| Annual return | 14.51% | 25.74%-11.2pp | 28.67%-14.2pp | 217.08%-202.6pp |
| Employer contribution / active EE | $12,411 | $2,991+314.9% | $2,517+393.1% | $4,299+188.7% |
| Participant deferral / active EE | $815 | $4,809-83.0% | $4,155-80.4% | $6,507-87.5% |
| Admin fee / account holder | $43,269 | $8,563+405.3% | $7,231+498.4% | $12,624+242.8% |