Filed November 7, 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.
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 | $192,045 | $148,978+28.9% | $200,582-4.3% | $84,808+126.4% |
| Participation rate | 66.2% | 84.2%-18.1pp | 86.9%-20.7pp | 68.3%-2.1pp |
| Annual return | 20.50% | 28.16%-7.7pp | 42.33%-21.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,454 | $4,815-49.0% | $6,419-61.8% | $2,631-6.7% |
| Participant deferral / active EE | $3,804 | $7,142-46.7% | $9,331-59.2% | $4,212-9.7% |
| Admin fee / account holder | $2,651 | $13,977-81.0% | $16,305-83.7% | $7,344-63.9% |