Filed May 12, 2016 (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 | $39,122 | $49,173-20.4% | $121,098-67.7% | $75,163-48.0% |
| Participation rate | 35.6% | 55.4%-19.8pp | 69.5%-33.9pp | 67.2%-31.6pp |
| Annual return | 12.53% | 55.99%-43.5pp | 985.75%-973.2pp | 160.62%-148.1pp |
| Employer contribution / active EE | $352 | $1,546-77.2% | $4,164-91.5% | $2,670-86.8% |
| Participant deferral / active EE | $1,663 | $2,628-36.7% | $4,080-59.2% | $4,125-59.7% |
| Admin fee / account holder | $3,968 | $3,942+0.7% | $5,644-29.7% | $5,651-29.8% |