Filed March 9, 2016
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 | $78,442 | $73,933+6.1% | $96,683-18.9% | $75,163+4.4% |
| Participation rate | 40.4% | 66.4%-26.1pp | 74.3%-34.0pp | 67.2%-26.8pp |
| Annual return | 12.69% | 26.70%-14.0pp | 35.69%-23.0pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,006 | $2,928-65.7% | $3,737-73.1% | $2,670-62.3% |
| Participant deferral / active EE | $2,849 | $3,659-22.1% | $4,878-41.6% | $4,125-30.9% |
| Admin fee / account holder | $16,728 | $5,216+220.7% | $6,730+148.6% | $5,651+196.0% |