Filed March 8, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,913 | $148,978+14.7% | $200,582-14.8% | $84,808+101.5% |
| Participation rate | 98.6% | 84.2%+14.4pp | 86.9%+11.7pp | 68.3%+30.3pp |
| Annual return | 12.98% | 28.16%-15.2pp | 42.33%-29.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $11,299 | $4,815+134.7% | $6,419+76.0% | $2,631+329.5% |
| Participant deferral / active EE | $8,080 | $7,142+13.1% | $9,331-13.4% | $4,212+91.9% |
| Admin fee / account holder | $1,337 | $13,977-90.4% | $16,305-91.8% | $7,344-81.8% |