Filed February 17, 2017
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,474 | $51,769+61.2% | $57,343+45.6% | $52,331+59.5% |
| Participation rate | 60.6% | 75.2%-14.6pp | 75.1%-14.5pp | 68.1%-7.5pp |
| Annual return | 1.36% | 2.43%-1.1pp | 24.39%-23.0pp | 4.54%-3.2pp |
| Employer contribution / active EE | $8,712 | $2,335+273.1% | $2,689+224.0% | $1,882+363.0% |
| Participant deferral / active EE | $2,666 | $2,794-4.6% | $3,162-15.7% | $3,022-11.8% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |