Filed August 17, 2017 (most recent of 3 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 | $94,786 | $49,177+92.7% | $79,464+19.3% | $64,186+47.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -1.97% | -1.16%-0.8pp | 718.14%-720.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $5,413 | $2,076+160.7% | $2,800+93.3% | $2,381+127.4% |
| Participant deferral / active EE | $4,240 | $2,821+50.3% | $3,704+14.5% | $3,470+22.2% |
| Admin fee / account holder | $3,305 | $3,839-13.9% | $5,113-35.4% | $4,888-32.4% |