Filed May 10, 2016
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 | $92,965 | $97,757-4.9% | $83,848+10.9% | $135,375-31.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.30% | 1287.37%-1297.7pp | 850.88%-861.2pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,343 | $4,222-44.5% | $3,631-35.5% | $4,779-51.0% |
| Participant deferral / active EE | $5,990 | $4,682+27.9% | $4,082+46.7% | $5,609+6.8% |
| Admin fee / account holder | $3,644 | $6,674-45.4% | $5,478-33.5% | $10,827-66.3% |