Filed June 29, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,939 | $109,817-75.5% | $98,442-72.6% | $167,490-83.9% |
| Participation rate | 76.9% | 75.8%+1.1pp | 73.3%+3.6pp | 82.1%-5.2pp |
| Annual return | 13.44% | 1956.69%-1943.3pp | 1492.73%-1479.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,000 | $4,673-14.4% | $4,276-6.5% | $6,341-36.9% |
| Admin fee / account holder | $8,978 | $6,753+33.0% | $5,949+50.9% | $12,309-27.1% |