Filed November 12, 2019 (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 | $64,212 | $74,888-14.3% | $71,209-9.8% | $142,382-54.9% |
| Participation rate | 52.9% | 76.2%-23.3pp | 73.8%-20.8pp | 80.1%-27.2pp |
| Annual return | 12.33% | 345.14%-332.8pp | 282.51%-270.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,148 | $2,854+10.3% | $2,721+15.7% | $4,299-26.8% |
| Participant deferral / active EE | $3,599 | $4,454-19.2% | $4,175-13.8% | $6,507-44.7% |
| Admin fee / account holder | $6,274 | $5,568+12.7% | $5,349+17.3% | $12,624-50.3% |