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.
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 | $61,790 | $125,758-50.9% | $169,993-63.7% | $75,163-17.8% |
| Participation rate | 98.5% | 83.6%+14.9pp | 87.0%+11.5pp | 67.2%+31.3pp |
| Annual return | 10.41% | 27.20%-16.8pp | 53.37%-43.0pp | 160.62%-150.2pp |
| Employer contribution / active EE | $1,644 | $4,615-64.4% | $6,785-75.8% | $2,670-38.4% |
| Participant deferral / active EE | $5,060 | $6,837-26.0% | $10,408-51.4% | $4,125+22.7% |
| Admin fee / account holder | $2,323 | $8,173-71.6% | $12,815-81.9% | $5,651-58.9% |