Filed March 18, 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,206 | $54,368-20.5% | $117,039-63.1% | $62,292-30.6% |
| Participation rate | 55.9% | 64.9%-9.1pp | 77.2%-21.3pp | 69.5%-13.6pp |
| Annual return | 18.41% | 21.77%-3.4pp | 18.95%-0.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $568 | $1,692-66.4% | $3,785-85.0% | $2,042-72.2% |
| Participant deferral / active EE | $1,689 | $2,269-25.6% | $3,929-57.0% | $3,169-46.7% |
| Admin fee / account holder | $3,307 | $493+570.1% | $5,974-44.6% | $479+589.8% |