Filed October 19, 2016 (most recent of 2 filings on file)
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $609,226 | $185,822+227.9% | $169,993+258.4% | $139,434+336.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.44% | 60.50%-44.1pp | 53.37%-36.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $6,680 | $7,590-12.0% | $6,785-1.5% | $4,751+40.6% |
| Participant deferral / active EE | $15,625 | $11,622+34.4% | $10,408+50.1% | $6,710+132.8% |
| Admin fee / account holder | $6,250 | $15,381-59.4% | $12,815-51.2% | $11,403-45.2% |