Filed June 16, 2020 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,440 | $137,414-2.9% | $189,513-29.6% | $85,850+55.4% |
| Participation rate | 77.5% | 84.6%-7.1pp | 87.8%-10.3pp | 69.3%+8.2pp |
| Annual return | 14.37% | 38.14%-23.8pp | 555.15%-540.8pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,359 | $4,344-45.7% | $6,162-61.7% | $2,565-8.0% |
| Participant deferral / active EE | $5,583 | $6,260-10.8% | $8,221-32.1% | $3,952+41.3% |
| Admin fee / account holder | $6,763 | $8,630-21.6% | $12,045-43.9% | $6,260+8.0% |