Filed January 17, 2017 (most recent of 3 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,593 | $101,883-78.8% | $453,369-95.2% | $85,850-74.8% |
| Participation rate | 98.6% | 72.3%+26.3pp | 78.0%+20.6pp | 69.3%+29.3pp |
| Annual return | -2.54% | 25.38%-27.9pp | 64.40%-66.9pp | 318.53%-321.1pp |
| Employer contribution / active EE | $7,022 | $2,847+146.6% | $4,070+72.5% | $2,565+173.7% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $6,209-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,302 | $5,706-77.2% | $11,209-88.4% | $6,260-79.2% |