Filed December 3, 2015
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,634 | $65,365+26.4% | $92,893-11.0% | $72,985+13.2% |
| Participation rate | 29.4% | 68.3%-38.9pp | 76.0%-46.6pp | 69.5%-40.1pp |
| Annual return | 23.07% | 42.10%-19.0pp | 109.41%-86.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,178 | $2,594-54.6% | $3,653-67.8% | $2,440-51.7% |
| Participant deferral / active EE | $2,001 | $3,128-36.0% | $4,236-52.8% | $3,607-44.5% |
| Admin fee / account holder | $852 | $4,251-80.0% | $5,794-85.3% | $5,124-83.4% |