Filed October 10, 2018
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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,933 | $23,224+37.5% | $71,086-55.1% | $55,725-42.7% |
| Participation rate | 15.2% | 37.9%-22.6pp | 54.7%-39.4pp | 70.9%-55.6pp |
| Annual return | -8.22% | -2.87%-5.4pp | 650.59%-658.8pp | 244.93%-253.2pp |
| Employer contribution / active EE | $193 | $436-55.9% | $1,088-82.3% | $2,078-90.7% |
| Participant deferral / active EE | $702 | $929-24.4% | $1,874-62.5% | $3,356-79.1% |
| Admin fee / account holder | $22 | $118-81.6% | $3,082-99.3% | $115-81.2% |