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 | $42,146 | $77,419-45.6% | $69,455-39.3% | $152,861-72.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 25.19% | 39.06%-13.9pp | 28.97%-3.8pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,958 | $3,315-10.8% | $2,779+6.4% | $4,762-37.9% |
| Participant deferral / active EE | $4,132 | $4,414-6.4% | $3,535+16.9% | $5,850-29.4% |
| Admin fee / account holder | $440 | $6,207-92.9% | $3,839-88.5% | $11,596-96.2% |