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 | $182,172 | $48,230+277.7% | $67,502+169.9% | $80,856+125.3% |
| Participation rate | 87.7% | 66.4%+21.3pp | 72.9%+14.8pp | 67.6%+20.1pp |
| Annual return | 15.13% | 18.28%-3.1pp | 3512.12%-3497.0pp | 35.59%-20.5pp |
| Employer contribution / active EE | $6,369 | $2,020+215.4% | $2,731+133.2% | $2,755+131.2% |
| Participant deferral / active EE | $7,389 | $2,924+152.7% | $4,000+84.7% | $4,296+72.0% |
| Admin fee / account holder | $11,154 | $3,681+203.0% | $3,998+179.0% | $6,918+61.2% |