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 | $48,619 | $118,680-59.0% | $98,907-50.8% | $158,922-69.4% |
| Participation rate | 95.5% | 77.8%+17.6pp | 76.0%+19.4pp | 82.0%+13.5pp |
| Annual return | 12.40% | 372.35%-360.0pp | 196.43%-184.0pp | 302.83%-290.4pp |
| Employer contribution / active EE | $4,923 | $3,333+47.7% | $2,689+83.1% | $4,761+3.4% |
| Participant deferral / active EE | $2,333 | $5,088-54.1% | $4,244-45.0% | $5,982-61.0% |
| Admin fee / account holder | $9,232 | $10,131-8.9% | $6,642+39.0% | $11,246-17.9% |