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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,374 | $64,121-35.5% | $78,805-47.5% | $116,875-64.6% |
| Participation rate | 98.9% | 71.0%+28.0pp | 73.6%+25.4pp | 74.5%+24.4pp |
| Annual return | 17.82% | 16.32%+1.5pp | -2.71%+20.5pp | 16.29%+1.5pp |
| Employer contribution / active EE | $0 | $2,257-100.0% | $4,059-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $3,584-100.0% | $3,885-100.0% |
| Admin fee / account holder | $2,565 | $5,745-55.4% | $5,677-54.8% | $12,263-79.1% |