Filed November 17, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,890 | $123,793+38.9% | $177,821-3.3% | $79,858+115.2% |
| Participation rate | 96.0% | 84.7%+11.3pp | 87.7%+8.3pp | 69.6%+26.4pp |
| Annual return | 17.51% | 22.82%-5.3pp | 48.32%-30.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $7,284 | $4,095+77.9% | $5,918+23.1% | $2,471+194.8% |
| Participant deferral / active EE | $13,990 | $5,956+134.9% | $7,714+81.4% | $3,740+274.1% |
| Admin fee / account holder | $6,512 | $7,243-10.1% | $12,427-47.6% | $5,306+22.7% |