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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,651 | $116,175-60.7% | $93,606-51.2% | $152,861-70.1% |
| Participation rate | 91.3% | 78.0%+13.3pp | 75.8%+15.5pp | 82.4%+8.9pp |
| Annual return | 17.83% | 35.96%-18.1pp | 32.76%-14.9pp | 345.32%-327.5pp |
| Employer contribution / active EE | $4,811 | $3,218+49.5% | $2,718+77.0% | $4,762+1.0% |
| Participant deferral / active EE | $3,420 | $4,603-25.7% | $4,069-16.0% | $5,850-41.5% |
| Admin fee / account holder | $1,229 | $10,748-88.6% | $7,888-84.4% | $11,596-89.4% |