Filed November 4, 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 7-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 | $40,311 | $94,625-57.4% | $116,228-65.3% | $84,808-52.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 11.08% | 20.40%-9.3pp | 90.06%-79.0pp | 40.90%-29.8pp |
| Employer contribution / active EE | $3,759 | $2,347+60.2% | $2,994+25.5% | $2,631+42.9% |
| Participant deferral / active EE | $3,260 | $3,972-17.9% | $4,953-34.2% | $4,212-22.6% |
| Admin fee / account holder | $2,664 | $10,091-73.6% | $11,989-77.8% | $7,344-63.7% |