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 | $66,665 | $148,978-55.3% | $200,582-66.8% | $84,808-21.4% |
| Participation rate | 98.6% | 84.2%+14.4pp | 86.9%+11.8pp | 68.3%+30.3pp |
| Annual return | 10.01% | 28.16%-18.1pp | 42.33%-32.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,857 | $4,815-61.4% | $6,419-71.1% | $2,631-29.4% |
| Participant deferral / active EE | $4,681 | $7,142-34.5% | $9,331-49.8% | $4,212+11.1% |
| Admin fee / account holder | $5,029 | $13,977-64.0% | $16,305-69.2% | $7,344-31.5% |