Filed May 10, 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 8-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 | $18,168 | $49,177-63.1% | $79,464-77.1% | $64,186-71.7% |
| Participation rate | 38.3% | 65.0%-26.7pp | 73.3%-35.0pp | 69.6%-31.2pp |
| Annual return | -5.95% | -1.16%-4.8pp | 718.14%-724.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $580 | $2,076-72.1% | $2,800-79.3% | $2,381-75.6% |
| Participant deferral / active EE | $1,110 | $2,821-60.7% | $3,704-70.0% | $3,470-68.0% |
| Admin fee / account holder | $5,514 | $3,839+43.6% | $5,113+7.8% | $4,888+12.8% |