Filed November 6, 2017 (most recent of 2 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.)
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 | $100,028 | $73,933+35.3% | $96,683+3.5% | $75,163+33.1% |
| Participation rate | 28.8% | 66.4%-37.6pp | 74.3%-45.6pp | 67.2%-38.4pp |
| Annual return | 17.06% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.6pp |
| Employer contribution / active EE | $753 | $2,928-74.3% | $3,737-79.8% | $2,670-71.8% |
| Participant deferral / active EE | $3,044 | $3,659-16.8% | $4,878-37.6% | $4,125-26.2% |
| Admin fee / account holder | $3,196 | $5,216-38.7% | $6,730-52.5% | $5,651-43.4% |