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 | $303,297 | $72,277+319.6% | $101,248+199.6% | $79,858+279.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.11% | 22.30%-10.2pp | 46.47%-34.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $14,994 | $2,692+457.1% | $3,660+309.7% | $2,471+506.8% |
| Participant deferral / active EE | $10,054 | $3,282+206.4% | $4,370+130.1% | $3,740+168.8% |
| Admin fee / account holder | $8,338 | $4,400+89.5% | $5,945+40.2% | $5,306+57.1% |