Filed January 24, 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.
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 | $111,745 | $148,978-25.0% | $200,582-44.3% | $84,808+31.8% |
| Participation rate | 75.8% | 84.2%-8.5pp | 86.9%-11.1pp | 68.3%+7.4pp |
| Annual return | 11.61% | 28.16%-16.6pp | 42.33%-30.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,971 | $4,815-59.1% | $6,419-69.3% | $2,631-25.1% |
| Participant deferral / active EE | $4,603 | $7,142-35.6% | $9,331-50.7% | $4,212+9.3% |
| Admin fee / account holder | $6,885 | $13,977-50.7% | $16,305-57.8% | $7,344-6.3% |