Filed October 26, 2016 (most recent of 7 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,321 | $110,094-48.8% | $151,611-62.9% | $68,494-17.8% |
| Participation rate | 2.5% | 84.0%-81.4pp | 87.5%-85.0pp | 67.9%-65.4pp |
| Annual return | -18.45% | -10.12%-8.3pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $718 | $4,471-83.9% | $6,166-88.4% | $2,596-72.3% |
| Participant deferral / active EE | $3,260 | $6,527-50.1% | $8,363-61.0% | $4,027-19.0% |
| Admin fee / account holder | $68 | $7,719-99.1% | $11,616-99.4% | $5,403-98.7% |