Filed February 21, 2015 (most recent of 2 filings on file)
Total covered: 2 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,952 | $95,803+12.7% | $113,168-4.6% | $84,808+27.3% |
| Participation rate | 96.3% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+27.9pp |
| Annual return | 15.70% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,567 | $2,360+93.5% | $2,975+53.5% | $2,631+73.6% |
| Participant deferral / active EE | $6,822 | $4,242+60.8% | $5,107+33.6% | $4,212+62.0% |
| Admin fee / account holder | $2,765 | $8,989-69.2% | $12,068-77.1% | $7,344-62.4% |