Filed November 3, 2015 (most recent of 2 filings on file)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,338 | $86,286-74.1% | $111,297-79.9% | $85,850-74.0% |
| Participation rate | 81.4% | 73.3%+8.0pp | 77.3%+4.0pp | 69.3%+12.0pp |
| Annual return | 10.72% | 19.99%-9.3pp | 54.65%-43.9pp | 318.53%-307.8pp |
| Employer contribution / active EE | $1,541 | $2,043-24.6% | $2,731-43.6% | $2,565-39.9% |
| Participant deferral / active EE | $2,135 | $3,641-41.3% | $4,487-52.4% | $3,952-46.0% |
| Admin fee / account holder | $1,588 | $8,188-80.6% | $7,964-80.1% | $6,260-74.6% |