Filed January 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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,698 | $100,041-34.3% | $149,718-56.1% | $70,131-6.3% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.1%-1.4pp | 69.5%+16.2pp |
| Annual return | 12.74% | 27.43%-14.7pp | 1501.63%-1488.9pp | 73.14%-60.4pp |
| Employer contribution / active EE | $2,800 | $3,662-23.5% | $5,445-48.6% | $2,342+19.5% |
| Participant deferral / active EE | $3,318 | $4,983-33.4% | $6,569-49.5% | $3,332-0.4% |
| Admin fee / account holder | $3,746 | $8,286-54.8% | $11,283-66.8% | $4,645-19.4% |