Filed August 18, 2015
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,718 | $79,449+15.4% | $189,557-51.6% | $85,850+6.8% |
| Participation rate | 96.2% | 66.0%+30.2pp | 78.4%+17.7pp | 69.3%+26.8pp |
| Annual return | 14.23% | 18.45%-4.2pp | 64.17%-49.9pp | 318.53%-304.3pp |
| Employer contribution / active EE | $42 | $2,081-98.0% | $4,412-99.1% | $2,565-98.4% |
| Participant deferral / active EE | $6,961 | $4,051+71.8% | $6,174+12.7% | $3,952+76.1% |
| Admin fee / account holder | $12,592 | $5,377+134.2% | $9,807+28.4% | $6,260+101.2% |