Filed November 7, 2014
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,564 | $171,865-51.4% | $149,718-44.2% | $147,584-43.4% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 19.73% | 2113.22%-2093.5pp | 1501.63%-1481.9pp | 578.55%-558.8pp |
| Employer contribution / active EE | $4,577 | $6,275-27.1% | $5,445-15.9% | $4,876-6.1% |
| Participant deferral / active EE | $14,172 | $7,271+94.9% | $6,569+115.7% | $5,439+160.6% |
| Admin fee / account holder | $4,209 | $13,799-69.5% | $11,283-62.7% | $10,885-61.3% |