Filed December 30, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $733,662 | $89,355+721.1% | $141,162+419.7% | $72,985+905.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.08% | 111.85%-89.8pp | 71.39%-49.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $24,221 | $3,114+677.7% | $4,735+411.5% | $2,440+892.7% |
| Participant deferral / active EE | $20,481 | $5,418+278.0% | $6,709+205.3% | $3,607+467.7% |
| Admin fee / account holder | $51,859 | $5,958+770.4% | $10,261+405.4% | $5,124+912.0% |