Filed July 13, 2017 (most recent of 2 filings on file)
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 | $50,824 | $54,350-6.5% | $82,719-38.6% | $68,494-25.8% |
| Participation rate | 87.5% | 63.9%+23.6pp | 72.6%+14.9pp | 67.9%+19.6pp |
| Annual return | -15.86% | -13.67%-2.2pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,381 | $2,218-37.7% | $3,009-54.1% | $2,596-46.8% |
| Participant deferral / active EE | $3,915 | $3,246+20.6% | $4,395-10.9% | $4,027-2.8% |
| Admin fee / account holder | $2,364 | $4,395-46.2% | $5,329-55.6% | $5,403-56.2% |