Filed August 22, 2016
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 | $398,939 | $214,378+86.1% | $200,582+98.9% | $142,382+180.2% |
| Participation rate | 94.4% | 87.4%+7.0pp | 86.9%+7.6pp | 80.1%+14.3pp |
| Annual return | 11.17% | 46.41%-35.2pp | 42.33%-31.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $4,291 | $6,841-37.3% | $6,419-33.2% | $4,299-0.2% |
| Participant deferral / active EE | $9,125 | $9,865-7.5% | $9,331-2.2% | $6,507+40.2% |
| Admin fee / account holder | $20,404 | $17,692+15.3% | $16,305+25.1% | $12,624+61.6% |