Filed January 5, 2018 (most recent of 2 filings on file)
Total covered: 2 employees
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 | $287,035 | $47,944+498.7% | $67,834+323.1% | $62,891+356.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 10.52% | 11.77%-1.2pp | 138.47%-128.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $7,600 | $1,562+386.5% | $2,403+216.2% | $2,281+233.2% |
| Participant deferral / active EE | $7,177 | $2,247+219.4% | $3,160+127.1% | $3,203+124.1% |
| Admin fee / account holder | $4,891 | $3,712+31.8% | $4,622+5.8% | $4,296+13.9% |