Filed November 13, 2015
Total covered: 3 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 | $215,721 | $89,753+140.4% | $107,525+100.6% | $84,808+154.4% |
| Participation rate | 95.8% | 68.1%+27.7pp | 75.1%+20.7pp | 68.3%+27.5pp |
| Annual return | 15.24% | 29.48%-14.2pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $7,223 | $3,113+132.0% | $3,754+92.4% | $2,631+174.5% |
| Participant deferral / active EE | $6,206 | $4,056+53.0% | $5,116+21.3% | $4,212+47.3% |
| Admin fee / account holder | $4,969 | $7,222-31.2% | $8,919-44.3% | $7,344-32.3% |