Filed February 20, 2018 (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.
Employer 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 | $91,871 | $96,635-4.9% | $86,612+6.1% | $139,434-34.1% |
| Participation rate | 27.8% | 74.4%-46.6pp | 71.7%-43.9pp | 80.3%-52.5pp |
| Annual return | 16.96% | 106.41%-89.5pp | 591.07%-574.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,452 | $4,836-70.0% | $4,438-67.3% | $6,710-78.4% |
| Admin fee / account holder | $1,239 | $6,408-80.7% | $5,614-77.9% | $11,403-89.1% |