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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,246 | $77,899+74.9% | $149,673-9.0% | $75,163+81.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 9.65% | 31.72%-22.1pp | 134.42%-124.8pp | 160.62%-151.0pp |
| Employer contribution / active EE | $4,275 | $3,137+36.2% | $4,818-11.3% | $2,670+60.1% |
| Participant deferral / active EE | $4,534 | $3,411+32.9% | $5,680-20.2% | $4,125+9.9% |
| Admin fee / account holder | $3,939 | $5,956-33.9% | $13,210-70.2% | $5,651-30.3% |