Filed October 16, 2015
Total covered: 3 employees
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 | $91,583 | $57,065+60.5% | $75,670+21.0% | $70,131+30.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 14.43% | 23.57%-9.1pp | 27.34%-12.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $10,631 | $1,817+485.3% | $2,352+352.0% | $2,342+353.9% |
| Participant deferral / active EE | $7,273 | $2,580+181.9% | $3,142+131.4% | $3,332+118.3% |
| Admin fee / account holder | $1,617 | $3,825-57.7% | $5,800-72.1% | $4,645-65.2% |