Filed March 3, 2015
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $774,946 | $81,248+853.8% | $155,509+398.3% | $80,856+858.4% |
| Participation rate | 94.8% | 66.2%+28.6pp | 78.2%+16.7pp | 67.6%+27.2pp |
| Annual return | 12.99% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $28,915 | $3,100+832.7% | $4,672+518.8% | $2,755+949.6% |
| Participant deferral / active EE | $15,752 | $3,452+356.4% | $5,626+180.0% | $4,296+266.7% |
| Admin fee / account holder | $40,071 | $7,997+401.1% | $15,912+151.8% | $6,918+479.2% |