Filed March 17, 2020 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,809 | $53,822+323.3% | $75,696+201.0% | $85,850+165.4% |
| Participation rate | 78.8% | 69.1%+9.7pp | 74.8%+4.0pp | 69.3%+9.5pp |
| Annual return | 12.44% | 24.54%-12.1pp | 104.53%-92.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $6,330 | $2,017+213.9% | $2,743+130.8% | $2,565+146.8% |
| Participant deferral / active EE | $4,970 | $2,895+71.7% | $3,821+30.1% | $3,952+25.8% |
| Admin fee / account holder | $21,132 | $3,343+532.2% | $3,619+483.9% | $6,260+237.6% |