Filed February 5, 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 | $84,986 | $54,517+55.9% | $75,972+11.9% | $74,495+14.1% |
| Participation rate | 46.9% | 60.3%-13.4pp | 69.1%-22.2pp | 67.2%-20.3pp |
| Annual return | 10.90% | 31.82%-20.9pp | 359.55%-348.6pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $622 | $1,777-65.0% | $2,685-76.8% | $2,623-76.3% |
| Participant deferral / active EE | $2,085 | $3,066-32.0% | $4,255-51.0% | $4,346-52.0% |
| Admin fee / account holder | $14,376 | $2,229+545.1% | $6,467+122.3% | $1,942+640.4% |