Filed December 19, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,426 | $102,317-21.4% | $146,958-45.3% | $80,856-0.5% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.2%+15.0pp | 67.6%+29.5pp |
| Annual return | 5.76% | 134.76%-129.0pp | 418.34%-412.6pp | 35.59%-29.8pp |
| Employer contribution / active EE | $1,802 | $3,713-51.5% | $4,933-63.5% | $2,755-34.6% |
| Participant deferral / active EE | $3,651 | $6,644-45.0% | $8,070-54.8% | $4,296-15.0% |
| Admin fee / account holder | $3,965 | $7,941-50.1% | $12,998-69.5% | $6,918-42.7% |