Filed September 6, 2019 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,230 | $137,414-20.5% | $189,513-42.4% | $85,850+27.2% |
| Participation rate | 77.8% | 84.6%-6.8pp | 87.8%-10.0pp | 69.3%+8.5pp |
| Annual return | 10.24% | 38.14%-27.9pp | 555.15%-544.9pp | 318.53%-308.3pp |
| Employer contribution / active EE | $1,404 | $4,344-67.7% | $6,162-77.2% | $2,565-45.3% |
| Participant deferral / active EE | $5,638 | $6,260-9.9% | $8,221-31.4% | $3,952+42.7% |
| Admin fee / account holder | $8,418 | $8,630-2.5% | $12,045-30.1% | $6,260+34.5% |