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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,830 | $60,124+11.2% | $90,404-26.1% | $79,858-16.3% |
| Participation rate | 40.3% | 65.0%-24.7pp | 72.7%-32.4pp | 69.6%-29.4pp |
| Annual return | 17.89% | 71.94%-54.1pp | 1293.02%-1275.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,883 | $2,068-8.9% | $3,262-42.3% | $2,471-23.8% |
| Participant deferral / active EE | $2,021 | $2,938-31.2% | $3,963-49.0% | $3,740-46.0% |
| Admin fee / account holder | $21,398 | $3,976+438.1% | $5,611+281.4% | $5,306+303.3% |