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.
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 | $74,027 | $60,989+21.4% | $60,874+21.6% | $66,914+10.6% |
| Participation rate | 67.3% | 74.5%-7.2pp | 73.1%-5.8pp | 69.8%-2.5pp |
| Annual return | -11.88% | -9.60%-2.3pp | 16.90%-28.8pp | 1.58%-13.5pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,563 | $3,615+81.6% | $3,817+72.0% | $4,237+54.9% |
| Admin fee / account holder | $6 | $338-98.3% | $3,224-99.8% | $593-99.1% |