Filed April 21, 2017
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,444 | $66,302-60.1% | $110,238-76.0% | $56,287-53.0% |
| Participation rate | 88.8% | 74.9%+13.9pp | 79.8%+9.0pp | 69.9%+18.9pp |
| Annual return | 10.51% | -1.18%+11.7pp | 314.74%-304.2pp | -9.96%+20.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,129 | $3,381-37.0% | $4,672-54.4% | $3,350-36.4% |
| Admin fee / account holder | $1,565 | $698+124.0% | $8,547-81.7% | $521+200.3% |