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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,003 | $148,978-53.7% | $200,582-65.6% | $84,808-18.6% |
| Participation rate | 90.4% | 84.2%+6.2pp | 86.9%+3.5pp | 68.3%+22.1pp |
| Annual return | 12.38% | 28.16%-15.8pp | 42.33%-30.0pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,222 | $4,815-53.9% | $6,419-65.4% | $2,631-15.5% |
| Participant deferral / active EE | $3,462 | $7,142-51.5% | $9,331-62.9% | $4,212-17.8% |
| Admin fee / account holder | $18,246 | $13,977+30.5% | $16,305+11.9% | $7,344+148.5% |