Filed October 1, 2016 (most recent of 3 filings on file)
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,545 | $148,978-58.7% | $200,582-69.3% | $84,808-27.4% |
| Participation rate | 90.5% | 84.2%+6.2pp | 86.9%+3.6pp | 68.3%+22.2pp |
| Annual return | 14.96% | 28.16%-13.2pp | 42.33%-27.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,109 | $4,815-56.2% | $6,419-67.1% | $2,631-19.8% |
| Participant deferral / active EE | $4,056 | $7,142-43.2% | $9,331-56.5% | $4,212-3.7% |
| Admin fee / account holder | $6,898 | $13,977-50.6% | $16,305-57.7% | $7,344-6.1% |