Filed February 26, 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 8-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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,194 | $74,927+81.8% | $101,794+33.8% | $84,808+60.6% |
| Participation rate | 98.9% | 61.4%+37.5pp | 69.2%+29.7pp | 68.3%+30.6pp |
| Annual return | 17.57% | 18.70%-1.1pp | 30.53%-13.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,059 | $1,522+35.3% | $2,289-10.1% | $2,631-21.7% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,121 | $6,514-21.4% | $8,777-41.7% | $7,344-30.3% |