Filed August 2, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,439 | $137,414-24.0% | $189,513-44.9% | $85,850+21.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.97% | 38.14%-24.2pp | 555.15%-541.2pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,032 | $4,344-53.2% | $6,162-67.0% | $2,565-20.8% |
| Participant deferral / active EE | $2,272 | $6,260-63.7% | $8,221-72.4% | $3,952-42.5% |
| Admin fee / account holder | $20,451 | $8,630+137.0% | $12,045+69.8% | $6,260+226.7% |