Filed February 7, 2017 (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.)
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 | $319,321 | $138,347+130.8% | $184,203+73.4% | $80,856+294.9% |
| Participation rate | 93.5% | 83.9%+9.6pp | 86.8%+6.7pp | 67.6%+25.8pp |
| Annual return | 7.71% | 20.02%-12.3pp | 28.81%-21.1pp | 35.59%-27.9pp |
| Employer contribution / active EE | $10,159 | $4,850+109.4% | $6,427+58.1% | $2,755+268.8% |
| Participant deferral / active EE | $5,874 | $7,071-16.9% | $9,131-35.7% | $4,296+36.7% |
| Admin fee / account holder | $1,531 | $10,483-85.4% | $13,901-89.0% | $6,918-77.9% |