Filed March 24, 2017
Total covered: 2 employees
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 | $37,513 | $53,822-30.3% | $75,696-50.4% | $85,850-56.3% |
| Participation rate | 98.5% | 69.1%+29.5pp | 74.8%+23.7pp | 69.3%+29.2pp |
| Annual return | 27.37% | 24.54%+2.8pp | 104.53%-77.2pp | 318.53%-291.2pp |
| Employer contribution / active EE | $5,368 | $2,017+166.2% | $2,743+95.7% | $2,565+109.3% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $878 | $3,343-73.7% | $3,619-75.7% | $6,260-86.0% |