Filed March 2, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,069 | $109,359-53.3% | $162,163-68.5% | $72,985-30.0% |
| Participation rate | 87.5% | 84.3%+3.2pp | 87.6%-0.1pp | 69.5%+18.0pp |
| Annual return | 15.80% | 25.46%-9.7pp | 115.59%-99.8pp | 81.00%-65.2pp |
| Employer contribution / active EE | $967 | $3,907-75.2% | $5,614-82.8% | $2,440-60.3% |
| Participant deferral / active EE | $3,981 | $5,481-27.4% | $7,298-45.5% | $3,607+10.4% |
| Admin fee / account holder | $10,556 | $7,972+32.4% | $10,843-2.6% | $5,124+106.0% |