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 | $241,144 | $97,744+146.7% | $103,476+133.0% | $145,922+65.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.46% | 25.41%-9.9pp | 23.90%-8.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $8,286 | $4,677+77.2% | $4,672+77.4% | $4,660+77.8% |
| Participant deferral / active EE | $12,234 | $6,603+85.3% | $6,623+84.7% | $6,688+82.9% |
| Admin fee / account holder | $41,667 | $12,515+232.9% | $9,413+342.7% | $13,397+211.0% |