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 | $201,912 | $94,338+114.0% | $100,534+100.8% | $142,382+41.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 19.28% | 29.20%-9.9pp | 32.66%-13.4pp | 217.08%-197.8pp |
| Employer contribution / active EE | $14,535 | $4,237+243.1% | $4,346+234.4% | $4,299+238.1% |
| Participant deferral / active EE | $20,555 | $5,934+246.4% | $6,144+234.6% | $6,507+215.9% |
| Admin fee / account holder | $9,466 | $8,421+12.4% | $7,654+23.7% | $12,624-25.0% |