Filed June 8, 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,820 | $168,632-61.6% | $147,614-56.1% | $125,391-48.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.62% | 77.65%-77.0pp | 61.98%-61.4pp | 282.22%-281.6pp |
| Employer contribution / active EE | $5,261 | $6,252-15.9% | $5,564-5.5% | $4,866+8.1% |
| Participant deferral / active EE | $1,913 | $5,507-65.3% | $4,895-60.9% | $5,352-64.3% |
| Admin fee / account holder | $20,726 | $13,580+52.6% | $11,611+78.5% | $9,540+117.2% |