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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,255 | $102,553-69.5% | $151,611-79.4% | $66,914-53.3% |
| Participation rate | 97.2% | 85.5%+11.7pp | 87.5%+9.7pp | 69.8%+27.4pp |
| Annual return | -11.85% | -10.82%-1.0pp | 3.33%-15.2pp | 1.58%-13.4pp |
| Employer contribution / active EE | $1,676 | $4,180-59.9% | $6,166-72.8% | $2,544-34.1% |
| Participant deferral / active EE | $4,076 | $6,641-38.6% | $8,363-51.3% | $4,237-3.8% |
| Admin fee / account holder | $17,495 | $630+2677.9% | $11,616+50.6% | $593+2849.0% |