Filed August 30, 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.
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 | $69,937 | $54,705+27.8% | $71,209-1.8% | $84,808-17.5% |
| Participation rate | 70.1% | 64.1%+6.0pp | 73.8%-3.6pp | 68.3%+1.8pp |
| Annual return | 10.53% | 35.90%-25.4pp | 282.51%-272.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $3,807 | $2,158+76.4% | $2,721+39.9% | $2,631+44.7% |
| Participant deferral / active EE | $3,758 | $3,030+24.0% | $4,175-10.0% | $4,212-10.8% |
| Admin fee / account holder | $10,383 | $4,863+113.5% | $5,349+94.1% | $7,344+41.4% |