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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,834 | $78,672+76.5% | $109,143+27.2% | $85,850+61.7% |
| Participation rate | 95.0% | 68.3%+26.7pp | 75.9%+19.1pp | 69.3%+25.7pp |
| Annual return | 14.76% | 25.09%-10.3pp | 25.75%-11.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $8,419 | $2,735+207.9% | $3,722+126.2% | $2,565+228.2% |
| Participant deferral / active EE | $4,067 | $3,467+17.3% | $4,653-12.6% | $3,952+2.9% |
| Admin fee / account holder | $4,820 | $5,469-11.9% | $6,752-28.6% | $6,260-23.0% |