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 7-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 | $66,324 | $40,256+64.8% | $57,343+15.7% | $59,632+11.2% |
| Participation rate | 57.1% | 69.2%-12.0pp | 75.1%-17.9pp | 68.7%-11.5pp |
| Annual return | 13.49% | 27.49%-14.0pp | 24.39%-10.9pp | 2041.28%-2027.8pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,895 | $2,399+145.7% | $3,162+86.4% | $3,192+84.7% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |