Filed March 30, 2016
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 | $608,073 | $81,248+648.4% | $155,509+291.0% | $80,856+652.0% |
| Participation rate | 95.2% | 66.2%+29.0pp | 78.2%+17.1pp | 67.6%+27.6pp |
| Annual return | 10.78% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $23,718 | $3,100+665.0% | $4,672+407.6% | $2,755+761.0% |
| Participant deferral / active EE | $14,932 | $3,452+332.6% | $5,626+165.4% | $4,296+247.6% |
| Admin fee / account holder | $145,099 | $7,997+1714.4% | $15,912+811.9% | $6,918+1997.4% |