Filed August 24, 2016 (most recent of 3 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.)
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 | $39,059 | $56,317-30.6% | $71,209-45.1% | $74,304-47.4% |
| Participation rate | 58.0% | 55.1%+2.8pp | 73.8%-15.8pp | 60.3%-2.4pp |
| Annual return | 16.00% | 42.83%-26.8pp | 282.51%-266.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $955 | $2,160-55.8% | $2,721-64.9% | $2,241-57.4% |
| Participant deferral / active EE | $1,445 | $2,788-48.2% | $4,175-65.4% | $3,767-61.6% |
| Admin fee / account holder | $5,857 | $2,290+155.8% | $5,349+9.5% | $2,969+97.3% |