Filed October 19, 2016
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,389 | $89,753+201.3% | $107,525+151.5% | $84,808+218.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 10.65% | 29.48%-18.8pp | 181.32%-170.7pp | 40.90%-30.2pp |
| Employer contribution / active EE | $14,682 | $3,113+371.6% | $3,754+291.2% | $2,631+458.1% |
| Participant deferral / active EE | $8,116 | $4,056+100.1% | $5,116+58.6% | $4,212+92.7% |
| Admin fee / account holder | $10,188 | $7,222+41.1% | $8,919+14.2% | $7,344+38.7% |