Filed November 8, 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,422 | $114,381+38.5% | $107,525+47.3% | $142,382+11.3% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 14.75% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,083 | $4,015-73.0% | $3,754-71.1% | $4,299-74.8% |
| Participant deferral / active EE | $6,646 | $5,564+19.4% | $5,116+29.9% | $6,507+2.1% |
| Admin fee / account holder | $8,136 | $9,860-17.5% | $8,919-8.8% | $12,624-35.5% |