Filed February 2, 2015
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 | $81,394 | $74,888+8.7% | $71,209+14.3% | $142,382-42.8% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.1%+1.1pp |
| Annual return | 16.96% | 345.14%-328.2pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $5,344 | $2,854+87.2% | $2,721+96.4% | $4,299+24.3% |
| Participant deferral / active EE | $7,420 | $4,454+66.6% | $4,175+77.7% | $6,507+14.0% |
| Admin fee / account holder | $4,282 | $5,568-23.1% | $5,349-19.9% | $12,624-66.1% |