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 | $96,006 | $59,097+62.5% | $82,389+16.5% | $74,304+29.2% |
| Participation rate | 50.4% | 52.8%-2.4pp | 69.5%-19.2pp | 60.3%-10.0pp |
| Annual return | 13.39% | 22.85%-9.5pp | 28.67%-15.3pp | 29.43%-16.0pp |
| Employer contribution / active EE | $684 | $1,601-57.3% | $2,517-72.8% | $2,241-69.5% |
| Participant deferral / active EE | $2,464 | $2,775-11.2% | $4,155-40.7% | $3,767-34.6% |
| Admin fee / account holder | $7,444 | $4,489+65.8% | $7,231+3.0% | $2,969+150.7% |