Filed January 22, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,447 | $148,978+10.4% | $200,582-18.0% | $84,808+93.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 10.49% | 28.16%-17.7pp | 42.33%-31.8pp | 40.90%-30.4pp |
| Employer contribution / active EE | $4,901 | $4,815+1.8% | $6,419-23.6% | $2,631+86.3% |
| Participant deferral / active EE | $4,264 | $7,142-40.3% | $9,331-54.3% | $4,212+1.2% |
| Admin fee / account holder | $50,625 | $13,977+262.2% | $16,305+210.5% | $7,344+589.4% |