Filed January 31, 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 | $211,018 | $209,411+0.8% | $178,490+18.2% | $158,922+32.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.74% | 188.75%-177.0pp | 151.07%-139.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $7,990 | $5,706+40.0% | $5,011+59.5% | $4,761+67.8% |
| Participant deferral / active EE | $8,849 | $5,954+48.6% | $5,202+70.1% | $5,982+47.9% |
| Admin fee / account holder | $11,661 | $17,074-31.7% | $13,984-16.6% | $11,246+3.7% |