Filed January 8, 2018 (most recent of 2 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 8-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 | $108,680 | $60,124+80.8% | $90,404+20.2% | $79,858+36.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.22% | 71.94%-54.7pp | 1293.02%-1275.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $38,939 | $2,068+1783.2% | $3,262+1093.7% | $2,471+1476.0% |
| Participant deferral / active EE | $906 | $2,938-69.2% | $3,963-77.1% | $3,740-75.8% |
| Admin fee / account holder | $15,520 | $3,976+290.3% | $5,611+176.6% | $5,306+192.5% |