Filed November 3, 2015 (most recent of 2 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.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,429 | $79,171-69.1% | $102,423-76.1% | $74,495-67.2% |
| Participation rate | 50.9% | 74.8%-23.9pp | 76.5%-25.6pp | 67.2%-16.3pp |
| Annual return | 12.69% | 54.93%-42.2pp | 29.32%-16.6pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,421 | $2,362-39.8% | $3,023-53.0% | $2,623-45.8% |
| Participant deferral / active EE | $1,943 | $4,415-56.0% | $5,053-61.5% | $4,346-55.3% |
| Admin fee / account holder | $2,475 | $2,001+23.7% | $9,451-73.8% | $1,942+27.5% |