Filed June 1, 2018
Total covered: 257 employees
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,271 | $105,181-67.4% | $159,436-78.5% | $85,850-60.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.47% | 45.07%-34.6pp | 263.57%-253.1pp | 318.53%-308.1pp |
| Employer contribution / active EE | $717 | $3,318-78.4% | $4,829-85.2% | $2,565-72.1% |
| Participant deferral / active EE | $3,611 | $5,945-39.3% | $7,352-50.9% | $3,952-8.6% |
| Admin fee / account holder | $552 | $6,933-92.0% | $10,799-94.9% | $6,260-91.2% |