Filed January 5, 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.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,939 | $53,053-43.6% | $126,539-76.3% | $74,304-59.7% |
| Participation rate | 100.0% | 48.0%+52.0pp | 69.8%+30.2pp | 60.3%+39.7pp |
| Annual return | 11.51% | 29.46%-18.0pp | 425.95%-414.4pp | 29.43%-17.9pp |
| Employer contribution / active EE | $4,130 | $1,168+253.7% | $3,674+12.4% | $2,241+84.3% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,083-100.0% | $3,767-100.0% |
| Admin fee / account holder | $5,076 | $3,698+37.3% | $6,065-16.3% | $2,969+71.0% |