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 | $83,303 | $65,557+27.1% | $64,056+30.0% | $71,457+16.6% |
| Participation rate | 68.3% | 73.2%-4.9pp | 72.3%-4.0pp | 67.9%+0.4pp |
| Annual return | 14.13% | 18.94%-4.8pp | 33.69%-19.6pp | 28.85%-14.7pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,683 | $3,626+84.3% | $3,880+72.2% | $4,289+55.8% |
| Admin fee / account holder | $2 | $616-99.7% | $3,068-99.9% | $1,587-99.9% |