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 | $44,516 | $105,860-57.9% | $90,749-50.9% | $134,475-66.9% |
| Participation rate | 94.4% | 78.2%+16.2pp | 75.7%+18.8pp | 81.2%+13.2pp |
| Annual return | -15.93% | -11.01%-4.9pp | -12.16%-3.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $5,395 | $3,462+55.8% | $2,921+84.7% | $4,740+13.8% |
| Participant deferral / active EE | $2,427 | $5,216-53.5% | $4,564-46.8% | $6,400-62.1% |
| Admin fee / account holder | $8,808 | $13,938-36.8% | $8,445+4.3% | $11,426-22.9% |