Filed June 14, 2016 (most recent of 3 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,908 | $91,190+182.8% | $178,490+44.5% | $79,858+223.0% |
| Participation rate | 94.6% | 69.2%+25.4pp | 81.9%+12.7pp | 69.6%+25.0pp |
| Annual return | 14.12% | 24.19%-10.1pp | 151.07%-136.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $9,083 | $3,256+179.0% | $5,011+81.3% | $2,471+267.6% |
| Participant deferral / active EE | $6,501 | $3,236+100.9% | $5,202+25.0% | $3,740+73.8% |
| Admin fee / account holder | $2,870 | $6,751-57.5% | $13,984-79.5% | $5,306-45.9% |