Filed November 30, 2016 (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 | $145,536 | $82,664+76.1% | $125,339+16.1% | $68,494+112.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.57% | -5.97%-7.6pp | 572.05%-585.6pp | -7.84%-5.7pp |
| Employer contribution / active EE | $12,847 | $3,381+280.0% | $4,814+166.9% | $2,596+394.8% |
| Participant deferral / active EE | $12,470 | $6,110+104.1% | $7,446+67.5% | $4,027+209.6% |
| Admin fee / account holder | $46,826 | $6,275+646.2% | $10,010+367.8% | $5,403+766.7% |