Filed January 12, 2016
Total covered: 12 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,939 | $89,753+344.5% | $107,525+271.0% | $84,808+370.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.69% | 29.48%-16.8pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $17,946 | $3,113+476.4% | $3,754+378.1% | $2,631+582.1% |
| Participant deferral / active EE | $12,484 | $4,056+207.8% | $5,116+144.0% | $4,212+196.4% |
| Admin fee / account holder | $90,329 | $7,222+1150.7% | $8,919+912.8% | $7,344+1130.0% |