Filed November 24, 2014
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,012 | $91,552-21.3% | $133,956-46.2% | $79,858-9.8% |
| Participation rate | 91.7% | 73.3%+18.3pp | 79.8%+11.8pp | 69.6%+22.0pp |
| Annual return | 7.26% | 61.85%-54.6pp | 45.09%-37.8pp | 31.71%-24.5pp |
| Employer contribution / active EE | $2,599 | $2,384+9.0% | $3,919-33.7% | $2,471+5.2% |
| Participant deferral / active EE | $5,180 | $3,733+38.7% | $5,048+2.6% | $3,740+38.5% |
| Admin fee / account holder | $7,452 | $6,321+17.9% | $8,927-16.5% | $5,306+40.4% |