Filed September 30, 2015
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,162 | $53,822+429.8% | $75,696+276.7% | $85,850+232.2% |
| Participation rate | 97.6% | 69.1%+28.6pp | 74.8%+22.8pp | 69.3%+28.3pp |
| Annual return | 15.22% | 24.54%-9.3pp | 104.53%-89.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $6,298 | $2,017+212.3% | $2,743+129.6% | $2,565+145.5% |
| Participant deferral / active EE | $13,778 | $2,895+375.9% | $3,821+260.6% | $3,952+248.7% |
| Admin fee / account holder | $949 | $3,343-71.6% | $3,619-73.8% | $6,260-84.8% |