Filed January 23, 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 | $70,287 | $94,529-25.6% | $140,016-49.8% | $64,186+9.5% |
| Participation rate | 92.0% | 84.1%+8.0pp | 87.5%+4.5pp | 69.6%+22.5pp |
| Annual return | -5.58% | 7.77%-13.4pp | 651.12%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,551 | $3,812-59.3% | $5,606-72.3% | $2,381-34.8% |
| Participant deferral / active EE | $3,849 | $5,250-26.7% | $6,927-44.4% | $3,470+10.9% |
| Admin fee / account holder | $9,530 | $6,741+41.4% | $10,705-11.0% | $4,888+95.0% |