Filed May 24, 2018
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $512,200 | $107,452+376.7% | $91,541+459.5% | $142,382+259.7% |
| Participation rate | 0.0% | 75.1%-75.1pp | 69.8%-69.8pp | 80.1%-80.1pp |
| Annual return | -11.60% | 22.06%-33.7pp | 20.50%-32.1pp | 217.08%-228.7pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,754-100.0% | $4,008-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,407 | $8,834-84.1% | $6,956-79.8% | $12,624-88.9% |