Filed December 1, 2016 (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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,201 | $67,331-43.3% | $60,874-37.2% | $134,475-71.6% |
| Participation rate | 35.3% | 76.2%-40.9pp | 73.1%-37.8pp | 81.2%-45.9pp |
| Annual return | -10.96% | 49.93%-60.9pp | 16.90%-27.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $5,616 | $3,096+81.4% | $2,701+107.9% | $4,740+18.5% |
| Participant deferral / active EE | $5,632 | $4,538+24.1% | $3,817+47.6% | $6,400-12.0% |
| Admin fee / account holder | $107 | $4,582-97.7% | $3,224-96.7% | $11,426-99.1% |