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 | $62,140 | $138,347-55.1% | $184,203-66.3% | $80,856-23.1% |
| Participation rate | 97.2% | 83.9%+13.4pp | 86.8%+10.4pp | 67.6%+29.6pp |
| Annual return | 10.18% | 20.02%-9.8pp | 28.81%-18.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,573 | $4,850-67.6% | $6,427-75.5% | $2,755-42.9% |
| Participant deferral / active EE | $4,541 | $7,071-35.8% | $9,131-50.3% | $4,296+5.7% |
| Admin fee / account holder | $9,719 | $10,483-7.3% | $13,901-30.1% | $6,918+40.5% |