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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,309 | $60,892-38.7% | $82,389-54.7% | $84,808-56.0% |
| Participation rate | 96.4% | 63.3%+33.1pp | 69.5%+26.8pp | 68.3%+28.1pp |
| Annual return | 21.36% | 37.29%-15.9pp | 28.67%-7.3pp | 40.90%-19.5pp |
| Employer contribution / active EE | $2,359 | $1,779+32.6% | $2,517-6.3% | $2,631-10.3% |
| Participant deferral / active EE | $7,250 | $3,179+128.1% | $4,155+74.5% | $4,212+72.2% |
| Admin fee / account holder | $1,345 | $5,467-75.4% | $7,231-81.4% | $7,344-81.7% |