Filed May 10, 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 7-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,120 | $99,957-91.9% | $149,696-94.6% | $73,488-89.0% |
| Participation rate | 87.8% | 75.7%+12.1pp | 82.5%+5.3pp | 70.7%+17.1pp |
| Annual return | 29.14% | 53.87%-24.7pp | 276.60%-247.5pp | 28.51%+0.6pp |
| Employer contribution / active EE | $1,149 | $3,191-64.0% | $4,644-75.3% | $2,270-49.4% |
| Participant deferral / active EE | $1,722 | $6,073-71.6% | $6,842-74.8% | $3,740-53.9% |
| Admin fee / account holder | $77 | $551-86.0% | $9,309-99.2% | $513-85.0% |