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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,632 | $77,314-15.1% | $177,989-63.1% | $80,856-18.8% |
| Participation rate | 98.4% | 65.7%+32.7pp | 77.1%+21.3pp | 67.6%+30.7pp |
| Annual return | 12.08% | 18.09%-6.0pp | 294.48%-282.4pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,185 | $2,292+39.0% | $3,949-19.3% | $2,755+15.6% |
| Participant deferral / active EE | $7,769 | $4,411+76.1% | $6,276+23.8% | $4,296+80.8% |
| Admin fee / account holder | $2,660 | $7,191-63.0% | $10,363-74.3% | $6,918-61.6% |