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 | $49,846 | $53,516-6.9% | $126,539-60.6% | $84,808-41.2% |
| Participation rate | 54.8% | 58.2%-3.4pp | 69.8%-15.0pp | 68.3%-13.5pp |
| Annual return | 14.98% | 58.34%-43.4pp | 425.95%-411.0pp | 40.90%-25.9pp |
| Employer contribution / active EE | $690 | $1,535-55.1% | $3,674-81.2% | $2,631-73.8% |
| Participant deferral / active EE | $3,669 | $2,671+37.4% | $4,083-10.1% | $4,212-12.9% |
| Admin fee / account holder | $7,898 | $4,497+75.6% | $6,065+30.2% | $7,344+7.5% |