Filed January 5, 2017 (most recent of 3 filings on file)
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 | $181,467 | $73,867+145.7% | $143,757+26.2% | $68,494+164.9% |
| Participation rate | 85.7% | 66.7%+19.1pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -15.17% | 1.01%-16.2pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $7,093 | $3,184+122.8% | $4,951+43.3% | $2,596+173.2% |
| Participant deferral / active EE | $4,838 | $3,384+42.9% | $5,637-14.2% | $4,027+20.1% |
| Admin fee / account holder | $5,284 | $5,755-8.2% | $14,673-64.0% | $5,403-2.2% |