Filed October 30, 2017 (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 9-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,588 | $158,817-90.2% | $121,196-87.1% | $135,375-88.5% |
| Participation rate | 68.8% | 79.3%-10.6pp | 71.7%-3.0pp | 82.6%-13.9pp |
| Annual return | -0.66% | -0.64%0pp | 16.93%-17.6pp | 519.73%-520.4pp |
| Employer contribution / active EE | $3,212 | $5,665-43.3% | $4,022-20.1% | $4,779-32.8% |
| Participant deferral / active EE | $4,403 | $4,005+9.9% | $3,344+31.6% | $5,609-21.5% |
| Admin fee / account holder | $17,859 | $6,512+174.2% | $5,019+255.8% | $10,827+65.0% |