Filed July 25, 2017 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,078 | $87,841-43.0% | $133,980-62.6% | $62,891-20.4% |
| Participation rate | 76.7% | 83.4%-6.7pp | 87.1%-10.4pp | 69.3%+7.4pp |
| Annual return | 12.62% | 12.05%+0.6pp | 29.30%-16.7pp | 20.14%-7.5pp |
| Employer contribution / active EE | $1,109 | $3,483-68.2% | $5,211-78.7% | $2,281-51.4% |
| Participant deferral / active EE | $2,850 | $4,812-40.8% | $6,282-54.6% | $3,203-11.0% |
| Admin fee / account holder | $3,579 | $5,371-33.4% | $9,324-61.6% | $4,296-16.7% |