Filed December 9, 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 5-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,056 | $116,875-56.3% | $209,012-75.6% | $116,875-56.3% |
| Participation rate | 78.6% | 74.5%+4.0pp | 77.5%+1.1pp | 74.5%+4.0pp |
| Annual return | -3.74% | 16.29%-20.0pp | 0.31%-4.0pp | 16.29%-20.0pp |
| Employer contribution / active EE | $8,856 | $3,288+169.4% | $5,342+65.8% | $3,288+169.4% |
| Participant deferral / active EE | $0 | $3,885-100.0% | $4,752-100.0% | $3,885-100.0% |
| Admin fee / account holder | $2,014 | $12,263-83.6% | $31,136-93.5% | $12,263-83.6% |