Filed June 12, 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 9-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 | $27,000 | $81,208-66.8% | $98,907-72.7% | $79,858-66.2% |
| Participation rate | 98.1% | 72.5%+25.6pp | 76.0%+22.1pp | 69.6%+28.5pp |
| Annual return | 19.80% | 60.99%-41.2pp | 196.43%-176.6pp | 31.71%-11.9pp |
| Employer contribution / active EE | $2,644 | $1,960+34.9% | $2,689-1.7% | $2,471+7.0% |
| Participant deferral / active EE | $5,370 | $3,265+64.5% | $4,244+26.5% | $3,740+43.6% |
| Admin fee / account holder | $2,596 | $6,013-56.8% | $6,642-60.9% | $5,306-51.1% |