Filed November 15, 2016
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,742 | $125,758+29.4% | $169,993-4.3% | $75,163+116.5% |
| Participation rate | 57.3% | 83.6%-26.3pp | 87.0%-29.7pp | 67.2%-9.9pp |
| Annual return | 10.11% | 27.20%-17.1pp | 53.37%-43.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $1,944 | $4,615-57.9% | $6,785-71.4% | $2,670-27.2% |
| Participant deferral / active EE | $6,984 | $6,837+2.1% | $10,408-32.9% | $4,125+69.3% |
| Admin fee / account holder | $22,248 | $8,173+172.2% | $12,815+73.6% | $5,651+293.7% |