Filed January 3, 2017
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 | $86,291 | $180,449-52.2% | $154,107-44.0% | $135,375-36.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.31% | 888.09%-879.8pp | 735.12%-726.8pp | 519.73%-511.4pp |
| Employer contribution / active EE | $6,355 | $6,035+5.3% | $5,298+20.0% | $4,779+33.0% |
| Participant deferral / active EE | $7,929 | $5,806+36.6% | $5,081+56.1% | $5,609+41.4% |
| Admin fee / account holder | $660 | $16,143-95.9% | $13,411-95.1% | $10,827-93.9% |