Filed November 16, 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 | $73,701 | $87,841-16.1% | $133,980-45.0% | $62,891+17.2% |
| Participation rate | 95.5% | 83.4%+12.1pp | 87.1%+8.5pp | 69.3%+26.2pp |
| Annual return | 4.50% | 12.05%-7.6pp | 29.30%-24.8pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,947 | $3,483-44.1% | $5,211-62.6% | $2,281-14.6% |
| Participant deferral / active EE | $4,419 | $4,812-8.2% | $6,282-29.6% | $3,203+38.0% |
| Admin fee / account holder | $6,914 | $5,371+28.7% | $9,324-25.8% | $4,296+61.0% |