Filed September 18, 2015 (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 | $69,721 | $138,347-49.6% | $184,203-62.1% | $80,856-13.8% |
| Participation rate | 71.9% | 83.9%-12.0pp | 86.8%-14.9pp | 67.6%+4.2pp |
| Annual return | 11.99% | 20.02%-8.0pp | 28.81%-16.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,293 | $4,850-52.7% | $6,427-64.3% | $2,755-16.8% |
| Participant deferral / active EE | $5,199 | $7,071-26.5% | $9,131-43.1% | $4,296+21.0% |
| Admin fee / account holder | $32,585 | $10,483+210.8% | $13,901+134.4% | $6,918+371.0% |