Filed September 6, 2017 (most recent of 3 filings on file)
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,568 | $148,978-31.2% | $200,582-48.9% | $84,808+20.9% |
| Participation rate | 63.4% | 84.2%-20.8pp | 86.9%-23.5pp | 68.3%-4.9pp |
| Annual return | 18.31% | 28.16%-9.9pp | 42.33%-24.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,399 | $4,815-50.2% | $6,419-62.6% | $2,631-8.8% |
| Participant deferral / active EE | $4,968 | $7,142-30.4% | $9,331-46.8% | $4,212+18.0% |
| Admin fee / account holder | $4,026 | $13,977-71.2% | $16,305-75.3% | $7,344-45.2% |