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 | $253,452 | $85,790+195.4% | $67,313+276.5% | $135,375+87.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.13% | -0.54%-5.6pp | -4.08%-2.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $8,261 | $3,487+136.9% | $2,566+222.0% | $4,779+72.9% |
| Participant deferral / active EE | $6,626 | $4,651+42.5% | $3,568+85.7% | $5,609+18.1% |
| Admin fee / account holder | $16,979 | $6,392+165.6% | $4,507+276.7% | $10,827+56.8% |