Filed June 19, 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 9-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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,576 | $55,371-77.3% | $95,585-86.8% | $74,304-83.1% |
| Participation rate | 23.8% | 53.8%-30.0pp | 72.1%-48.3pp | 60.3%-36.6pp |
| Annual return | 18.85% | 24.26%-5.4pp | 38.56%-19.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $544 | $1,437-62.2% | $2,527-78.5% | $2,241-75.7% |
| Participant deferral / active EE | $531 | $2,955-82.0% | $4,023-86.8% | $3,767-85.9% |
| Admin fee / account holder | $2,051 | $2,620-21.7% | $6,127-66.5% | $2,969-30.9% |