Filed October 17, 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 | $58,013 | $125,758-53.9% | $169,993-65.9% | $75,163-22.8% |
| Participation rate | 94.1% | 83.6%+10.5pp | 87.0%+7.1pp | 67.2%+26.9pp |
| Annual return | 15.06% | 27.20%-12.1pp | 53.37%-38.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,547 | $4,615-44.8% | $6,785-62.5% | $2,670-4.6% |
| Participant deferral / active EE | $4,199 | $6,837-38.6% | $10,408-59.7% | $4,125+1.8% |
| Admin fee / account holder | $10,409 | $8,173+27.3% | $12,815-18.8% | $5,651+84.2% |