Filed December 8, 2015 (most recent of 3 filings on file)
Total covered: 17 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 | $50,727 | $123,793-59.0% | $177,821-71.5% | $79,858-36.5% |
| Participation rate | 89.8% | 84.7%+5.2pp | 87.7%+2.1pp | 69.6%+20.2pp |
| Annual return | 11.38% | 22.82%-11.4pp | 48.32%-36.9pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,978 | $4,095-51.7% | $5,918-66.6% | $2,471-19.9% |
| Participant deferral / active EE | $3,472 | $5,956-41.7% | $7,714-55.0% | $3,740-7.2% |
| Admin fee / account holder | $21,321 | $7,243+194.4% | $12,427+71.6% | $5,306+301.8% |