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 | $66,184 | $65,365+1.3% | $92,893-28.8% | $72,985-9.3% |
| Participation rate | 72.0% | 68.3%+3.7pp | 76.0%-4.0pp | 69.5%+2.5pp |
| Annual return | 25.82% | 42.10%-16.3pp | 109.41%-83.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $607 | $2,594-76.6% | $3,653-83.4% | $2,440-75.1% |
| Participant deferral / active EE | $2,886 | $3,128-7.7% | $4,236-31.9% | $3,607-20.0% |
| Admin fee / account holder | $5,344 | $4,251+25.7% | $5,794-7.8% | $5,124+4.3% |