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 | $73,156 | $52,467+39.4% | $57,179+27.9% | $55,167+32.6% |
| Participation rate | 54.8% | 75.8%-21.0pp | 75.3%-20.5pp | 69.0%-14.2pp |
| Annual return | 5.86% | 7.72%-1.9pp | 14.59%-8.7pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,682-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,481 | $2,830+93.7% | $3,096+77.0% | $3,054+79.5% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |