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 | $76,218 | $138,347-44.9% | $184,203-58.6% | $80,856-5.7% |
| Participation rate | 91.1% | 83.9%+7.2pp | 86.8%+4.3pp | 67.6%+23.5pp |
| Annual return | 14.37% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,344 | $4,850-51.7% | $6,427-63.5% | $2,755-14.9% |
| Participant deferral / active EE | $4,182 | $7,071-40.8% | $9,131-54.2% | $4,296-2.6% |
| Admin fee / account holder | $8,034 | $10,483-23.4% | $13,901-42.2% | $6,918+16.1% |