Filed December 29, 2016
Total covered: 2 employees
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,069,856 | $126,574+745.2% | $106,213+907.3% | $145,922+633.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.61% | 224.79%-213.2pp | 116.14%-104.5pp | 561.29%-549.7pp |
| Employer contribution / active EE | $24,849 | $3,730+566.1% | $3,171+683.5% | $4,660+433.3% |
| Participant deferral / active EE | $15,675 | $5,724+173.9% | $5,016+212.5% | $6,688+134.4% |
| Admin fee / account holder | $25,416 | $17,304+46.9% | $11,033+130.4% | $13,397+89.7% |