Filed May 27, 2015
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,565 | $72,404+3.0% | $110,238-32.4% | $64,186+16.2% |
| Participation rate | 89.7% | 73.3%+16.4pp | 79.8%+9.9pp | 69.6%+20.2pp |
| Annual return | 14.11% | -6.29%+20.4pp | 314.74%-300.6pp | 7.63%+6.5pp |
| Employer contribution / active EE | $297 | $2,282-87.0% | $3,826-92.2% | $2,381-87.5% |
| Participant deferral / active EE | $3,988 | $3,469+15.0% | $4,672-14.6% | $3,470+15.0% |
| Admin fee / account holder | $7,209 | $5,664+27.3% | $8,547-15.7% | $4,888+47.5% |