Filed May 8, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,736 | $97,744+73.7% | $103,476+64.0% | $145,922+16.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.13% | 25.41%-9.3pp | 23.90%-7.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $13,899 | $4,677+197.2% | $4,672+197.5% | $4,660+198.3% |
| Participant deferral / active EE | $18,548 | $6,603+180.9% | $6,623+180.1% | $6,688+177.3% |
| Admin fee / account holder | $52,785 | $12,515+321.8% | $9,413+460.8% | $13,397+294.0% |