Filed January 31, 2017 (most recent of 3 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 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 | $254,838 | $117,841+116.3% | $102,423+148.8% | $145,922+74.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.45% | 31.65%-23.2pp | 29.32%-20.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $3,485 | $3,615-3.6% | $3,023+15.3% | $4,660-25.2% |
| Participant deferral / active EE | $16,300 | $5,731+184.4% | $5,053+222.6% | $6,688+143.7% |
| Admin fee / account holder | $22,495 | $13,326+68.8% | $9,451+138.0% | $13,397+67.9% |