Filed June 29, 2016 (most recent of 2 filings on file)
Total covered: 2 employees
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,411 | $53,127+8.1% | $86,590-33.7% | $70,131-18.1% |
| Participation rate | 70.2% | 65.3%+4.9pp | 73.5%-3.3pp | 69.5%+0.7pp |
| Annual return | 17.84% | 27.66%-9.8pp | 964.84%-947.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $470 | $2,068-77.3% | $2,839-83.4% | $2,342-79.9% |
| Participant deferral / active EE | $2,929 | $2,696+8.6% | $3,609-18.8% | $3,332-12.1% |
| Admin fee / account holder | $356 | $3,585-90.1% | $4,906-92.7% | $4,645-92.3% |