Filed February 10, 2015 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,038 | $138,347-11.8% | $184,203-33.7% | $80,856+50.9% |
| Participation rate | 92.6% | 83.9%+8.7pp | 86.8%+5.8pp | 67.6%+25.0pp |
| Annual return | 8.94% | 20.02%-11.1pp | 28.81%-19.9pp | 35.59%-26.7pp |
| Employer contribution / active EE | $5,807 | $4,850+19.7% | $6,427-9.6% | $2,755+110.8% |
| Participant deferral / active EE | $3,409 | $7,071-51.8% | $9,131-62.7% | $4,296-20.6% |
| Admin fee / account holder | $8,847 | $10,483-15.6% | $13,901-36.4% | $6,918+27.9% |