Filed March 27, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,322 | $99,985+270.4% | $146,665+152.5% | $85,850+331.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.08% | 18.93%-5.9pp | 22.74%-9.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $5,213 | $2,559+103.7% | $4,136+26.0% | $2,565+103.2% |
| Participant deferral / active EE | $5,495 | $4,006+37.2% | $5,506-0.2% | $3,952+39.0% |
| Admin fee / account holder | $21,564 | $7,702+180.0% | $10,280+109.8% | $6,260+244.5% |