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 | $100,516 | $88,751+13.3% | $81,812+22.9% | $145,922-31.1% |
| Participation rate | 23.8% | 75.0%-51.2pp | 72.3%-48.5pp | 80.3%-56.5pp |
| Annual return | 11.26% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,500 | $4,643-67.7% | $4,319-65.3% | $6,688-77.6% |
| Admin fee / account holder | $9,526 | $8,415+13.2% | $7,386+29.0% | $13,397-28.9% |