Filed June 10, 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $54,566 | $60,795-10.2% | $69,455-21.4% | $65,185-16.3% |
| Participation rate | 68.6% | 74.9%-6.3pp | 74.6%-6.0pp | 70.2%-1.6pp |
| Annual return | 10.78% | 17.46%-6.7pp | 28.97%-18.2pp | 29.38%-18.6pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,318 | $3,162+68.2% | $3,535+50.4% | $3,514+51.3% |
| Admin fee / account holder | $2 | $314-99.4% | $3,839-100.0% | $847-99.8% |