Filed January 4, 2018 (most recent of 3 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,566 | $54,705+220.9% | $71,209+146.5% | $84,808+107.0% |
| Participation rate | 97.5% | 64.1%+33.4pp | 73.8%+23.7pp | 68.3%+29.2pp |
| Annual return | 16.57% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $11,122 | $2,158+415.4% | $2,721+308.8% | $2,631+322.7% |
| Participant deferral / active EE | $13,837 | $3,030+356.6% | $4,175+231.4% | $4,212+228.6% |
| Admin fee / account holder | $38,495 | $4,863+691.5% | $5,349+619.7% | $7,344+424.2% |