Filed April 4, 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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,366 | $124,281-67.5% | $109,143-63.0% | $167,490-75.9% |
| Participation rate | 56.5% | 79.4%-22.9pp | 75.9%-19.4pp | 82.1%-25.6pp |
| Annual return | 16.66% | 26.04%-9.4pp | 25.75%-9.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,742 | $4,207-34.8% | $3,722-26.3% | $4,837-43.3% |
| Participant deferral / active EE | $360 | $5,255-93.1% | $4,653-92.3% | $6,341-94.3% |
| Admin fee / account holder | $3,915 | $7,970-50.9% | $6,752-42.0% | $12,309-68.2% |