Filed September 23, 2016 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,366 | $100,041-53.7% | $149,718-69.0% | $70,131-33.9% |
| Participation rate | 94.9% | 83.6%+11.3pp | 87.1%+7.8pp | 69.5%+25.3pp |
| Annual return | 18.67% | 27.43%-8.8pp | 1501.63%-1483.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,134 | $3,662-69.0% | $5,445-79.2% | $2,342-51.6% |
| Participant deferral / active EE | $1,807 | $4,983-63.7% | $6,569-72.5% | $3,332-45.8% |
| Admin fee / account holder | $1,304 | $8,286-84.3% | $11,283-88.4% | $4,645-71.9% |