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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,376 | $65,365+307.5% | $92,893+186.8% | $72,985+265.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.42% | 42.10%-22.7pp | 109.41%-90.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $12,854 | $2,594+395.5% | $3,653+251.9% | $2,440+426.8% |
| Participant deferral / active EE | $8,490 | $3,128+171.4% | $4,236+100.4% | $3,607+135.4% |
| Admin fee / account holder | $13,948 | $4,251+228.1% | $5,794+140.7% | $5,124+172.2% |