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 | $94,474 | $60,795+55.4% | $69,455+36.0% | $65,185+44.9% |
| Participation rate | 62.7% | 74.9%-12.1pp | 74.6%-11.9pp | 70.2%-7.5pp |
| Annual return | 21.96% | 17.46%+4.5pp | 28.97%-7.0pp | 29.38%-7.4pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,567 | $3,162+76.1% | $3,535+57.5% | $3,514+58.4% |
| Admin fee / account holder | $150 | $314-52.3% | $3,839-96.1% | $847-82.3% |