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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,997 | $125,758+59.8% | $169,993+18.2% | $75,163+167.4% |
| Participation rate | 98.6% | 83.6%+15.0pp | 87.0%+11.6pp | 67.2%+31.4pp |
| Annual return | 13.01% | 27.20%-14.2pp | 53.37%-40.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $4,282 | $4,615-7.2% | $6,785-36.9% | $2,670+60.4% |
| Participant deferral / active EE | $3,931 | $6,837-42.5% | $10,408-62.2% | $4,125-4.7% |
| Admin fee / account holder | $9,094 | $8,173+11.3% | $12,815-29.0% | $5,651+60.9% |