Filed March 19, 2018 (most recent of 3 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.)
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 | $132,591 | $87,841+50.9% | $133,980-1.0% | $62,891+110.8% |
| Participation rate | 91.3% | 83.4%+7.9pp | 87.1%+4.2pp | 69.3%+22.0pp |
| Annual return | 7.64% | 12.05%-4.4pp | 29.30%-21.7pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,770 | $3,483-49.2% | $5,211-66.0% | $2,281-22.4% |
| Participant deferral / active EE | $7,051 | $4,812+46.5% | $6,282+12.2% | $3,203+120.1% |
| Admin fee / account holder | $12,780 | $5,371+137.9% | $9,324+37.1% | $4,296+197.5% |