Filed November 14, 2018 (most recent of 2 filings on file)
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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,479 | $101,724-81.8% | $164,813-88.8% | $80,856-77.1% |
| Participation rate | 95.2% | 71.8%+23.4pp | 78.6%+16.6pp | 67.6%+27.6pp |
| Annual return | 62.85% | 16.72%+46.1pp | 69.93%-7.1pp | 35.59%+27.3pp |
| Employer contribution / active EE | $1,723 | $2,953-41.7% | $4,341-60.3% | $2,755-37.5% |
| Participant deferral / active EE | $1,970 | $4,477-56.0% | $6,031-67.3% | $4,296-54.1% |
| Admin fee / account holder | $1,070 | $8,227-87.0% | $12,690-91.6% | $6,918-84.5% |