Filed January 16, 2018
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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $184,791 | $61,774+199.1% | $97,226+90.1% | $80,856+128.5% |
| Participation rate | 97.0% | 63.5%+33.5pp | 72.7%+24.3pp | 67.6%+29.3pp |
| Annual return | 12.29% | -557.90%+570.2pp | 75.13%-62.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $6,849 | $1,837+272.9% | $2,729+151.0% | $2,755+148.6% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,771 | $5,166-27.0% | $5,654-33.3% | $6,918-45.5% |