Filed January 10, 2019 (most recent of 5 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,624 | $85,766+254.0% | $136,294+122.8% | $70,131+332.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.24% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $6,391 | $2,966+115.5% | $4,695+36.1% | $2,342+172.8% |
| Participant deferral / active EE | $10,265 | $5,051+103.2% | $6,247+64.3% | $3,332+208.1% |
| Admin fee / account holder | $3,330 | $5,420-38.6% | $9,243-64.0% | $4,645-28.3% |