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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,863 | $65,322-11.4% | $70,449-17.9% | $73,488-21.3% |
| Participation rate | 68.8% | 77.0%-8.1pp | 75.1%-6.2pp | 70.7%-1.9pp |
| Annual return | 4.35% | 15.71%-11.4pp | 109.03%-104.7pp | 28.51%-24.2pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,774 | $3,375+71.1% | $3,709+55.7% | $3,740+54.4% |
| Admin fee / account holder | $4 | $214-98.0% | $3,845-99.9% | $513-99.2% |