Filed November 17, 2017 (most recent of 3 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,395 | $34,495-46.7% | $78,689-76.6% | $63,975-71.2% |
| Participation rate | 5.4% | 60.8%-55.4pp | 73.6%-68.2pp | 71.1%-65.8pp |
| Annual return | 0.00% | 11.62%-11.6pp | 62.18%-62.2pp | 48.65%-48.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $2,851-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $111 | $2,100-94.7% | $3,517-96.8% | $3,356-96.7% |
| Admin fee / account holder | $2 | $68-96.9% | $4,510-100.0% | $70-97.0% |