Filed March 18, 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 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.)
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 | $40,508 | $77,813-47.9% | $123,544-67.2% | $64,186-36.9% |
| Participation rate | 86.3% | 74.7%+11.6pp | 82.3%+4.0pp | 69.6%+16.7pp |
| Annual return | -6.68% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,264 | $3,014-24.9% | $4,628-51.1% | $2,381-4.9% |
| Participant deferral / active EE | $3,478 | $5,240-33.6% | $6,426-45.9% | $3,470+0.2% |
| Admin fee / account holder | $879 | $5,519-84.1% | $9,284-90.5% | $4,888-82.0% |