Filed June 29, 2017 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,206 | $66,098+83.4% | $101,794+19.1% | $74,304+63.1% |
| Participation rate | 56.1% | 53.8%+2.3pp | 69.2%-13.1pp | 60.3%-4.3pp |
| Annual return | 15.77% | 19.59%-3.8pp | 30.53%-14.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $649 | $1,082-40.0% | $2,289-71.7% | $2,241-71.1% |
| Participant deferral / active EE | $3,910 | $2,781+40.6% | $4,084-4.3% | $3,767+3.8% |
| Admin fee / account holder | $6,881 | $4,146+66.0% | $8,777-21.6% | $2,969+131.8% |