Filed March 2, 2016 (most recent of 2 filings on file)
Total covered: 4 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 | $248,071 | $148,978+66.5% | $200,582+23.7% | $84,808+192.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.31% | 28.16%-11.9pp | 42.33%-26.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $8,333 | $4,815+73.1% | $6,419+29.8% | $2,631+216.7% |
| Participant deferral / active EE | $7,689 | $7,142+7.7% | $9,331-17.6% | $4,212+82.6% |
| Admin fee / account holder | $5,850 | $13,977-58.1% | $16,305-64.1% | $7,344-20.3% |