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 | $228,044 | $48,795+367.4% | $65,493+248.2% | $84,808+168.9% |
| Participation rate | 97.5% | 67.0%+30.5pp | 73.1%+24.4pp | 68.3%+29.2pp |
| Annual return | 17.16% | 20.20%-3.0pp | 982.45%-965.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $8,654 | $1,930+348.5% | $2,574+236.2% | $2,631+228.9% |
| Participant deferral / active EE | $9,643 | $2,928+229.3% | $3,961+143.5% | $4,212+129.0% |
| Admin fee / account holder | $18,620 | $3,877+380.3% | $5,028+270.3% | $7,344+153.5% |