Filed August 19, 2015 (most recent of 2 filings on file)
Total covered: 6 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.
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 | $65,432 | $109,413-40.2% | $156,263-58.1% | $84,808-22.8% |
| Participation rate | 57.7% | 72.7%-15.0pp | 78.9%-21.2pp | 68.3%-10.6pp |
| Annual return | 14.68% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,357 | $2,907-53.3% | $4,333-68.7% | $2,631-48.4% |
| Participant deferral / active EE | $2,740 | $4,590-40.3% | $6,158-55.5% | $4,212-34.9% |
| Admin fee / account holder | $11,178 | $9,357+19.5% | $14,255-21.6% | $7,344+52.2% |