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 | $327,556 | $102,616+219.2% | $81,983+299.5% | $158,922+106.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.46% | 61.04%-46.6pp | 41.31%-26.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $8,409 | $3,240+159.5% | $2,498+236.6% | $4,761+76.6% |
| Participant deferral / active EE | $7,424 | $4,648+59.7% | $3,722+99.4% | $5,982+24.1% |
| Admin fee / account holder | $5,760 | $8,235-30.1% | $5,664+1.7% | $11,246-48.8% |