Filed October 13, 2015 (most recent of 3 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 | $136,165 | $48,795+179.1% | $65,493+107.9% | $84,808+60.6% |
| Participation rate | 95.2% | 67.0%+28.3pp | 73.1%+22.1pp | 68.3%+26.9pp |
| Annual return | 13.08% | 20.20%-7.1pp | 982.45%-969.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $7,151 | $1,930+270.6% | $2,574+177.8% | $2,631+171.8% |
| Participant deferral / active EE | $3,574 | $2,928+22.1% | $3,961-9.8% | $4,212-15.1% |
| Admin fee / account holder | $15,155 | $3,877+290.9% | $5,028+201.4% | $7,344+106.4% |