Filed August 21, 2017
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 8-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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,421 | $82,664-71.7% | $125,339-81.3% | $68,494-65.8% |
| Participation rate | 97.3% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -11.10% | -5.97%-5.1pp | 572.05%-583.2pp | -7.84%-3.3pp |
| Employer contribution / active EE | $2,819 | $3,381-16.6% | $4,814-41.4% | $2,596+8.6% |
| Participant deferral / active EE | $9,877 | $6,110+61.6% | $7,446+32.6% | $4,027+145.2% |
| Admin fee / account holder | $1,169 | $6,275-81.4% | $10,010-88.3% | $5,403-78.4% |