Filed April 27, 2017
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,147 | $100,041+128.1% | $149,718+52.4% | $70,131+225.3% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.1%+11.8pp | 69.5%+29.3pp |
| Annual return | 17.75% | 27.43%-9.7pp | 1501.63%-1483.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $17,224 | $3,662+370.4% | $5,445+216.3% | $2,342+635.3% |
| Participant deferral / active EE | $10,559 | $4,983+111.9% | $6,569+60.7% | $3,332+216.9% |
| Admin fee / account holder | $9,908 | $8,286+19.6% | $11,283-12.2% | $4,645+113.3% |