Filed February 22, 2017 (most recent of 2 filings on file)
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 | $186,739 | $54,705+241.4% | $71,209+162.2% | $84,808+120.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 18.13% | 35.90%-17.8pp | 282.51%-264.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $13,278 | $2,158+515.3% | $2,721+388.0% | $2,631+404.7% |
| Participant deferral / active EE | $13,043 | $3,030+330.4% | $4,175+212.4% | $4,212+209.7% |
| Admin fee / account holder | $12,121 | $4,863+149.2% | $5,349+126.6% | $7,344+65.0% |