Filed March 15, 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 | $149,545 | $95,416+56.7% | $185,823-19.5% | $85,850+74.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 24.86% | 23.59%+1.3pp | 122.05%-97.2pp | 318.53%-293.7pp |
| Employer contribution / active EE | $4,147 | $3,314+25.1% | $5,167-19.7% | $2,565+61.7% |
| Participant deferral / active EE | $4,562 | $3,423+33.3% | $5,568-18.1% | $3,952+15.4% |
| Admin fee / account holder | $6,946 | $7,213-3.7% | $16,237-57.2% | $6,260+11.0% |