Filed February 5, 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 4-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,916 | $78,705-60.7% | $117,854-73.8% | $70,131-55.9% |
| Participation rate | 95.7% | 73.2%+22.6pp | 79.7%+16.1pp | 69.5%+26.2pp |
| Annual return | 6.63% | 23.30%-16.7pp | 335.08%-328.4pp | 73.14%-66.5pp |
| Employer contribution / active EE | $4,984 | $2,223+124.2% | $3,786+31.6% | $2,342+112.8% |
| Participant deferral / active EE | $1,824 | $3,297-44.7% | $4,482-59.3% | $3,332-45.3% |
| Admin fee / account holder | $1,214 | $5,065-76.0% | $8,020-84.9% | $4,645-73.9% |