Filed May 25, 2018 (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.
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 | $153,190 | $96,635+58.5% | $86,612+76.9% | $139,434+9.9% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 9.65% | 106.41%-96.8pp | 591.07%-581.4pp | 372.94%-363.3pp |
| Employer contribution / active EE | $5,036 | $3,263+54.3% | $3,022+66.6% | $4,751+6.0% |
| Participant deferral / active EE | $11,824 | $4,836+144.5% | $4,438+166.4% | $6,710+76.2% |
| Admin fee / account holder | $27,931 | $6,408+335.9% | $5,614+397.5% | $11,403+145.0% |