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.
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 | $76,015 | $68,719+10.6% | $91,541-17.0% | $84,808-10.4% |
| Participation rate | 58.5% | 64.5%-6.0pp | 69.8%-11.3pp | 68.3%-9.8pp |
| Annual return | 9.99% | 19.12%-9.1pp | 20.50%-10.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,385 | $3,136-55.8% | $4,008-65.4% | $4,212-67.1% |
| Admin fee / account holder | $8,137 | $5,786+40.6% | $6,956+17.0% | $7,344+10.8% |