Filed February 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,421 | $63,346-42.5% | $92,233-60.5% | $70,131-48.1% |
| Participation rate | 42.9% | 68.7%-25.8pp | 76.5%-33.6pp | 69.5%-26.7pp |
| Annual return | 9.51% | 530.12%-520.6pp | 176.28%-166.8pp | 73.14%-63.6pp |
| Employer contribution / active EE | $242 | $2,471-90.2% | $3,679-93.4% | $2,342-89.7% |
| Participant deferral / active EE | $1,814 | $2,854-36.5% | $3,897-53.5% | $3,332-45.6% |
| Admin fee / account holder | $31,317 | $3,840+715.5% | $5,194+503.0% | $4,645+574.2% |