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.
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 | $60,845 | $89,753-32.2% | $107,525-43.4% | $84,808-28.3% |
| Participation rate | 48.1% | 68.1%-19.9pp | 75.1%-26.9pp | 68.3%-20.2pp |
| Annual return | 21.66% | 29.48%-7.8pp | 181.32%-159.7pp | 40.90%-19.2pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,955 | $4,056-27.1% | $5,116-42.2% | $4,212-29.8% |
| Admin fee / account holder | $14,591 | $7,222+102.0% | $8,919+63.6% | $7,344+98.7% |