Filed June 17, 2016 (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 | $76,380 | $87,540-12.7% | $75,781+0.8% | $125,391-39.1% |
| Participation rate | 81.0% | 80.2%+0.8pp | 75.8%+5.1pp | 83.2%-2.2pp |
| Annual return | -0.61% | 13.48%-14.1pp | 9.68%-10.3pp | 282.22%-282.8pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,432 | $4,229+52.1% | $3,651+76.1% | $5,352+20.2% |
| Admin fee / account holder | $8,709 | $6,502+34.0% | $5,299+64.3% | $9,540-8.7% |