Filed November 2, 2015 (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 9-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 | $64,935 | $89,355-27.3% | $141,162-54.0% | $72,985-11.0% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.5%+11.9pp | 69.5%+24.9pp |
| Annual return | 15.94% | 111.85%-95.9pp | 71.39%-55.4pp | 81.00%-65.1pp |
| Employer contribution / active EE | $1,282 | $3,114-58.8% | $4,735-72.9% | $2,440-47.5% |
| Participant deferral / active EE | $8,288 | $5,418+53.0% | $6,709+23.5% | $3,607+129.7% |
| Admin fee / account holder | $1,359 | $5,958-77.2% | $10,261-86.8% | $5,124-73.5% |