Filed December 17, 2014 (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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,558 | $148,978+117.2% | $200,582+61.3% | $84,808+281.5% |
| Participation rate | 95.5% | 84.2%+11.2pp | 86.9%+8.6pp | 68.3%+27.1pp |
| Annual return | 14.71% | 28.16%-13.4pp | 42.33%-27.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $27,774 | $4,815+476.8% | $6,419+332.7% | $2,631+955.7% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $19,621 | $13,977+40.4% | $16,305+20.3% | $7,344+167.2% |