Filed March 25, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,826 | $78,422+272.1% | $95,952+204.1% | $79,858+265.4% |
| Participation rate | 86.2% | 73.5%+12.7pp | 77.1%+9.1pp | 69.6%+16.6pp |
| Annual return | 13.26% | 19.37%-6.1pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $4,808 | $1,945+147.2% | $2,541+89.2% | $2,471+94.6% |
| Participant deferral / active EE | $9,644 | $3,440+180.4% | $4,167+131.4% | $3,740+157.8% |
| Admin fee / account holder | $3,403 | $5,622-39.5% | $6,795-49.9% | $5,306-35.9% |