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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,275 | $115,770-35.0% | $101,248-25.7% | $158,922-52.6% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.8%+6.8pp | 82.0%+0.7pp |
| Annual return | 18.03% | 56.14%-38.1pp | 46.47%-28.4pp | 302.83%-284.8pp |
| Employer contribution / active EE | $452 | $4,175-89.2% | $3,660-87.6% | $4,761-90.5% |
| Participant deferral / active EE | $3,466 | $4,957-30.1% | $4,370-20.7% | $5,982-42.1% |
| Admin fee / account holder | $757 | $7,245-89.5% | $5,945-87.3% | $11,246-93.3% |