Filed September 22, 2017 (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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,022 | $64,480-16.2% | $81,382-33.6% | $80,856-33.2% |
| Participation rate | 61.0% | 63.9%-2.9pp | 69.5%-8.5pp | 67.6%-6.6pp |
| Annual return | 12.98% | 16.34%-3.4pp | 24.73%-11.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $397 | $1,978-79.9% | $2,463-83.9% | $2,755-85.6% |
| Participant deferral / active EE | $1,079 | $3,094-65.1% | $3,883-72.2% | $4,296-74.9% |
| Admin fee / account holder | $596 | $5,671-89.5% | $5,768-89.7% | $6,918-91.4% |