Filed June 21, 2016
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,831 | $124,319-40.6% | $111,297-33.7% | $167,490-55.9% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 7.72% | 37.44%-29.7pp | 54.65%-46.9pp | 478.56%-470.8pp |
| Employer contribution / active EE | $2,109 | $3,435-38.6% | $2,731-22.8% | $4,837-56.4% |
| Participant deferral / active EE | $1,062 | $5,180-79.5% | $4,487-76.3% | $6,341-83.2% |
| Admin fee / account holder | $16,099 | $10,618+51.6% | $7,964+102.2% | $12,309+30.8% |