Filed July 25, 2017 (most recent of 3 filings on file)
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,305 | $100,041-33.7% | $149,718-55.7% | $70,131-5.5% |
| Participation rate | 67.6% | 83.6%-16.0pp | 87.1%-19.5pp | 69.5%-1.9pp |
| Annual return | 45.41% | 27.43%+18.0pp | 1501.63%-1456.2pp | 73.14%-27.7pp |
| Employer contribution / active EE | $1,212 | $3,662-66.9% | $5,445-77.7% | $2,342-48.3% |
| Participant deferral / active EE | $3,072 | $4,983-38.3% | $6,569-53.2% | $3,332-7.8% |
| Admin fee / account holder | $7,766 | $8,286-6.3% | $11,283-31.2% | $4,645+67.2% |