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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,729 | $79,944-25.3% | $98,439-39.3% | $75,163-20.5% |
| Participation rate | 70.4% | 70.4%0pp | 75.2%-4.8pp | 67.2%+3.2pp |
| Annual return | 13.36% | 19.75%-6.4pp | 21.16%-7.8pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,964 | $2,264+30.9% | $3,048-2.8% | $2,670+11.0% |
| Participant deferral / active EE | $962 | $3,752-74.4% | $4,738-79.7% | $4,125-76.7% |
| Admin fee / account holder | $2,488 | $6,840-63.6% | $8,948-72.2% | $5,651-56.0% |