Filed October 24, 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,717 | $69,518-50.1% | $59,878-42.0% | $135,375-74.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.18% | 7.94%-13.1pp | 3.46%-8.6pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,911 | $3,235-10.0% | $2,722+6.9% | $4,779-39.1% |
| Participant deferral / active EE | $4,094 | $4,206-2.7% | $3,402+20.3% | $5,609-27.0% |
| Admin fee / account holder | $1,283 | $5,734-77.6% | $3,590-64.3% | $10,827-88.1% |