Filed August 3, 2020
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,872 | $46,553+54.4% | $64,056+12.2% | $75,163-4.4% |
| Participation rate | 87.1% | 65.9%+21.1pp | 72.3%+14.8pp | 67.2%+19.9pp |
| Annual return | 11.03% | 26.03%-15.0pp | 33.69%-22.7pp | 160.62%-149.6pp |
| Employer contribution / active EE | $3,333 | $1,974+68.9% | $2,747+21.4% | $2,670+24.8% |
| Participant deferral / active EE | $6,027 | $2,837+112.5% | $3,880+55.3% | $4,125+46.1% |
| Admin fee / account holder | $433 | $2,952-85.3% | $3,068-85.9% | $5,651-92.3% |