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.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,578 | $172,478-94.4% | $145,661-93.4% | $142,382-93.3% |
| Participation rate | 0.0% | 80.1%-80.1pp | 77.2%-77.2pp | 80.1%-80.1pp |
| Annual return | -0.06% | 151.09%-151.1pp | 101.46%-101.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $8,348-100.0% | $7,198-100.0% | $6,507-100.0% |
| Admin fee / account holder | $28,412 | $16,864+68.5% | $12,466+127.9% | $12,624+125.1% |