Filed July 31, 2017 (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 | $154,376 | $96,635+59.8% | $86,612+78.2% | $139,434+10.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.16% | 106.41%-88.3pp | 591.07%-572.9pp | 372.94%-354.8pp |
| Employer contribution / active EE | $8,457 | $3,263+159.2% | $3,022+179.8% | $4,751+78.0% |
| Participant deferral / active EE | $13,245 | $4,836+173.9% | $4,438+198.5% | $6,710+97.4% |
| Admin fee / account holder | $5,174 | $6,408-19.3% | $5,614-7.8% | $11,403-54.6% |