Filed March 14, 2016 (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 | $44,025 | $65,041-32.3% | $90,951-51.6% | $79,858-44.9% |
| Participation rate | 57.1% | 61.6%-4.5pp | 69.0%-11.9pp | 69.6%-12.5pp |
| Annual return | 13.78% | 30.45%-16.7pp | 134.60%-120.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $661 | $1,247-47.0% | $2,122-68.9% | $2,471-73.3% |
| Participant deferral / active EE | $1,653 | $2,512-34.2% | $3,373-51.0% | $3,740-55.8% |
| Admin fee / account holder | $3,444 | $4,536-24.1% | $5,959-42.2% | $5,306-35.1% |