Filed January 6, 2016
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,018 | $94,529-67.2% | $140,016-77.8% | $64,186-51.7% |
| Participation rate | 92.0% | 84.1%+7.9pp | 87.5%+4.5pp | 69.6%+22.4pp |
| Annual return | -10.84% | 7.77%-18.6pp | 651.12%-662.0pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,413 | $3,812-62.9% | $5,606-74.8% | $2,381-40.7% |
| Participant deferral / active EE | $2,541 | $5,250-51.6% | $6,927-63.3% | $3,470-26.8% |
| Admin fee / account holder | $1,132 | $6,741-83.2% | $10,705-89.4% | $4,888-76.8% |