Filed May 3, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,119 | $55,706-37.0% | $75,886-53.7% | $72,985-51.9% |
| Participation rate | 81.4% | 61.1%+20.3pp | 69.3%+12.2pp | 69.5%+12.0pp |
| Annual return | 18.82% | 27.59%-8.8pp | 30.76%-11.9pp | 81.00%-62.2pp |
| Employer contribution / active EE | $2,738 | $1,687+62.3% | $2,500+9.5% | $2,440+12.2% |
| Participant deferral / active EE | $6,251 | $2,634+137.3% | $3,603+73.5% | $3,607+73.3% |
| Admin fee / account holder | $542 | $3,978-86.4% | $5,418-90.0% | $5,124-89.4% |