Filed February 3, 2016 (most recent of 2 filings on file)
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 | $24,412 | $63,764-61.7% | $81,930-70.2% | $79,858-69.4% |
| Participation rate | 75.0% | 67.5%+7.5pp | 72.0%+3.0pp | 69.6%+5.4pp |
| Annual return | 16.91% | 22.66%-5.8pp | 29.49%-12.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $500 | $1,795-72.2% | $4,310-88.4% | $2,471-79.8% |
| Participant deferral / active EE | $1,732 | $2,780-37.7% | $7,107-75.6% | $3,740-53.7% |
| Admin fee / account holder | $3,114 | $4,426-29.7% | $5,158-39.6% | $5,306-41.3% |