Filed April 21, 2017
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,611 | $66,302+306.6% | $110,238+144.6% | $56,287+379.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | 11.68% | -1.18%+12.9pp | 314.74%-303.1pp | -9.96%+21.6pp |
| Employer contribution / active EE | $12,794 | $2,047+525.0% | $3,826+234.4% | $2,111+506.1% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $24,080 | $698+3347.4% | $8,547+181.7% | $521+4522.4% |