Filed March 30, 2016
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 | $21,535 | $62,573-65.6% | $85,682-74.9% | $85,850-74.9% |
| Participation rate | 91.7% | 61.1%+30.5pp | 69.9%+21.8pp | 69.3%+22.4pp |
| Annual return | -14.50% | 23.77%-38.3pp | 21.49%-36.0pp | 318.53%-333.0pp |
| Employer contribution / active EE | $1,378 | $1,757-21.5% | $2,618-47.4% | $2,565-46.3% |
| Participant deferral / active EE | $4,097 | $2,802+46.2% | $3,923+4.4% | $3,952+3.7% |
| Admin fee / account holder | $6,146 | $4,640+32.5% | $6,873-10.6% | $6,260-1.8% |