Filed March 31, 2016
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 | $136,079 | $98,750+37.8% | $149,696-9.1% | $79,858+70.4% |
| Participation rate | 65.9% | 75.8%-9.9pp | 82.5%-16.6pp | 69.6%-3.7pp |
| Annual return | 10.94% | 27.43%-16.5pp | 276.60%-265.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $2,881 | $3,216-10.4% | $4,644-38.0% | $2,471+16.6% |
| Participant deferral / active EE | $9,520 | $5,680+67.6% | $6,842+39.1% | $3,740+154.5% |
| Admin fee / account holder | $31,410 | $6,053+419.0% | $9,309+237.4% | $5,306+491.9% |