Filed September 29, 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $403,590 | $111,754+261.1% | $103,333+290.6% | $145,922+176.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 16.55% | 24.77%-8.2pp | 24.88%-8.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $3,948 | $4,212-6.3% | $3,868+2.1% | $4,660-15.3% |
| Participant deferral / active EE | $10,770 | $5,619+91.7% | $5,057+113.0% | $6,688+61.0% |
| Admin fee / account holder | $66 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |