Filed July 7, 2015
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 | $44,145 | $77,813-43.3% | $123,544-64.3% | $64,186-31.2% |
| Participation rate | 90.6% | 74.7%+15.9pp | 82.3%+8.3pp | 69.6%+21.1pp |
| Annual return | -5.79% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,568 | $3,014-14.8% | $4,628-44.5% | $2,381+7.8% |
| Participant deferral / active EE | $5,495 | $5,240+4.9% | $6,426-14.5% | $3,470+58.4% |
| Admin fee / account holder | $8,553 | $5,519+55.0% | $9,284-7.9% | $4,888+75.0% |