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 | $932,705 | $201,272+363.4% | $184,203+406.3% | $145,922+539.2% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 12.79% | 29.00%-16.2pp | 28.81%-16.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $8,493 | $7,022+21.0% | $6,427+32.1% | $4,660+82.3% |
| Participant deferral / active EE | $18,588 | $9,806+89.6% | $9,131+103.6% | $6,688+177.9% |
| Admin fee / account holder | $6,088 | $16,364-62.8% | $13,901-56.2% | $13,397-54.6% |