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 | $87,756 | $69,763+25.8% | $67,502+30.0% | $74,495+17.8% |
| Participation rate | 67.7% | 71.4%-3.7pp | 72.9%-5.2pp | 67.2%+0.5pp |
| Annual return | 17.62% | -40.34%+58.0pp | 3512.12%-3494.5pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,096 | $3,636+122.7% | $4,000+102.4% | $4,346+86.3% |
| Admin fee / account holder | $2 | $896-99.7% | $3,998-99.9% | $1,942-99.9% |