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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,710 | $51,576-21.1% | $129,207-68.5% | $80,856-49.7% |
| Participation rate | 60.0% | 57.0%+3.0pp | 69.6%-9.6pp | 67.6%-7.6pp |
| Annual return | 11.84% | 20.81%-9.0pp | 9417.33%-9405.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $607 | $1,584-61.6% | $4,153-85.4% | $2,755-77.9% |
| Participant deferral / active EE | $3,358 | $2,669+25.8% | $4,168-19.4% | $4,296-21.8% |
| Admin fee / account holder | $850 | $4,305-80.2% | $7,715-89.0% | $6,918-87.7% |