Filed November 17, 2017
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,605 | $54,229-21.4% | $70,092-39.2% | $68,494-37.8% |
| Participation rate | 82.4% | 64.5%+17.9pp | 70.5%+11.9pp | 67.9%+14.5pp |
| Annual return | -19.95% | -13.87%-6.1pp | 190.73%-210.7pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,333 | $2,018+15.6% | $2,559-8.8% | $2,596-10.1% |
| Participant deferral / active EE | $5,615 | $2,956+90.0% | $3,849+45.9% | $4,027+39.4% |
| Admin fee / account holder | $2,009 | $4,694-57.2% | $6,267-67.9% | $5,403-62.8% |