Filed August 22, 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 | $75,999 | $217,402-65.0% | $185,823-59.1% | $167,490-54.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.25% | 148.36%-133.1pp | 122.05%-106.8pp | 478.56%-463.3pp |
| Employer contribution / active EE | $4,902 | $5,873-16.5% | $5,167-5.1% | $4,837+1.3% |
| Participant deferral / active EE | $4,379 | $6,356-31.1% | $5,568-21.4% | $6,341-30.9% |
| Admin fee / account holder | $2,041 | $19,811-89.7% | $16,237-87.4% | $12,309-83.4% |