Filed January 8, 2018 (most recent of 2 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,181 | $54,705+201.9% | $71,209+132.0% | $84,808+94.8% |
| Participation rate | 53.6% | 64.1%-10.5pp | 73.8%-20.2pp | 68.3%-14.7pp |
| Annual return | 8.16% | 35.90%-27.7pp | 282.51%-274.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $2,329 | $2,158+7.9% | $2,721-14.4% | $2,631-11.5% |
| Participant deferral / active EE | $6,224 | $3,030+105.4% | $4,175+49.1% | $4,212+47.8% |
| Admin fee / account holder | $2,451 | $4,863-49.6% | $5,349-54.2% | $7,344-66.6% |