Filed March 27, 2019
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.)
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 | $202,043 | $114,237+76.9% | $119,258+69.4% | $167,490+20.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 10.43% | 29.87%-19.4pp | 30.69%-20.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $9,768 | $4,481+118.0% | $4,384+122.8% | $4,837+101.9% |
| Participant deferral / active EE | $15,276 | $6,084+151.1% | $6,111+150.0% | $6,341+140.9% |
| Admin fee / account holder | $2,013 | $8,932-77.5% | $7,226-72.1% | $12,309-83.6% |