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 | $57,159 | $87,013-34.3% | $106,213-46.2% | $80,856-29.3% |
| Participation rate | 88.0% | 70.4%+17.6pp | 75.3%+12.7pp | 67.6%+20.4pp |
| Annual return | 11.19% | 17.05%-5.9pp | 116.14%-104.9pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,198 | $2,395+75.3% | $3,171+32.4% | $2,755+52.4% |
| Participant deferral / active EE | $2,083 | $3,986-47.7% | $5,016-58.5% | $4,296-51.5% |
| Admin fee / account holder | $8,224 | $8,431-2.5% | $11,033-25.5% | $6,918+18.9% |