Filed December 13, 2017
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 | $24,274 | $57,976-58.1% | $62,995-61.5% | $62,292-61.0% |
| Participation rate | 54.1% | 75.9%-21.8pp | 74.8%-20.7pp | 69.5%-15.4pp |
| Annual return | 13.92% | 17.54%-3.6pp | 87.57%-73.6pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,770 | $2,415-26.7% | $2,759-35.8% | $2,042-13.3% |
| Participant deferral / active EE | $3,044 | $2,956+3.0% | $3,329-8.6% | $3,169-3.9% |
| Admin fee / account holder | $13 | $276-95.4% | $3,600-99.6% | $479-97.4% |