Filed February 24, 2017 (most recent of 2 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 | $395,631 | $90,600+336.7% | $79,464+397.9% | $135,375+192.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.09% | 977.43%-989.5pp | 718.14%-730.2pp | 519.73%-531.8pp |
| Employer contribution / active EE | $32,000 | $3,068+943.0% | $2,800+1042.7% | $4,779+569.6% |
| Participant deferral / active EE | $25,423 | $4,050+527.7% | $3,704+586.4% | $5,609+353.3% |
| Admin fee / account holder | $3,187 | $5,907-46.0% | $5,113-37.7% | $10,827-70.6% |