Filed June 22, 2015
Total covered: 6 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,159 | $197,591-22.0% | $177,821-13.3% | $158,922-3.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.97% | 58.76%-44.8pp | 48.32%-34.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $8,561 | $6,697+27.8% | $5,918+44.6% | $4,761+79.8% |
| Participant deferral / active EE | $5,428 | $8,405-35.4% | $7,714-29.6% | $5,982-9.3% |
| Admin fee / account holder | $703 | $15,399-95.4% | $12,427-94.3% | $11,246-93.7% |