Filed January 14, 2016 (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.
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 | $147,009 | $46,553+215.8% | $64,056+129.5% | $75,163+95.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.52% | 26.03%-5.5pp | 33.69%-13.2pp | 160.62%-140.1pp |
| Employer contribution / active EE | $6,123 | $1,974+210.2% | $2,747+123.0% | $2,670+129.4% |
| Participant deferral / active EE | $8,073 | $2,837+184.6% | $3,880+108.1% | $4,125+95.7% |
| Admin fee / account holder | $18,735 | $2,952+534.6% | $3,068+510.6% | $5,651+231.5% |