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 | $320,215 | $82,286+289.1% | $68,791+365.5% | $134,475+138.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.02% | -2.19%-14.8pp | -6.38%-10.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $17,718 | $3,301+436.8% | $2,655+567.3% | $4,740+273.8% |
| Participant deferral / active EE | $13,973 | $4,739+194.9% | $3,941+254.6% | $6,400+118.3% |
| Admin fee / account holder | $43,219 | $6,481+566.9% | $4,932+776.3% | $11,426+278.3% |