Filed June 27, 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,632 | $60,124-12.5% | $90,404-41.8% | $79,858-34.1% |
| Participation rate | 84.1% | 65.0%+19.1pp | 72.7%+11.4pp | 69.6%+14.5pp |
| Annual return | 23.67% | 71.94%-48.3pp | 1293.02%-1269.3pp | 31.71%-8.0pp |
| Employer contribution / active EE | $3,538 | $2,068+71.1% | $3,262+8.5% | $2,471+43.2% |
| Participant deferral / active EE | $8,958 | $2,938+204.9% | $3,963+126.0% | $3,740+139.5% |
| Admin fee / account holder | $406 | $3,976-89.8% | $5,611-92.8% | $5,306-92.3% |