Filed February 8, 2017 (most recent of 2 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 | $222,652 | $198,466+12.2% | $170,442+30.6% | $147,584+50.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.42% | 257.29%-244.9pp | 205.93%-193.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,383 | $6,184-61.5% | $5,433-56.1% | $4,876-51.1% |
| Participant deferral / active EE | $10,286 | $5,629+82.7% | $4,939+108.2% | $5,439+89.1% |
| Admin fee / account holder | $1,855 | $16,852-89.0% | $13,880-86.6% | $10,885-83.0% |