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 | $63,282 | $71,883-12.0% | $86,677-27.0% | $68,494-7.6% |
| Participation rate | 95.3% | 72.2%+23.1pp | 76.6%+18.7pp | 67.9%+27.4pp |
| Annual return | -11.80% | 3.52%-15.3pp | 35.91%-47.7pp | -7.84%-4.0pp |
| Employer contribution / active EE | $2,579 | $2,173+18.7% | $2,836-9.1% | $2,596-0.7% |
| Participant deferral / active EE | $4,892 | $3,779+29.5% | $4,656+5.1% | $4,027+21.5% |
| Admin fee / account holder | $3,714 | $6,112-39.2% | $7,493-50.4% | $5,403-31.3% |