Filed August 20, 2015
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,029 | $99,020-11.1% | $86,590+1.7% | $147,584-40.4% |
| Participation rate | 88.2% | 76.3%+11.9pp | 73.5%+14.7pp | 82.8%+5.4pp |
| Annual return | 17.45% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,638 | $3,132-15.8% | $2,839-7.1% | $4,876-45.9% |
| Participant deferral / active EE | $6,293 | $3,972+58.4% | $3,609+74.4% | $5,439+15.7% |
| Admin fee / account holder | $1,693 | $5,710-70.4% | $4,906-65.5% | $10,885-84.4% |