Filed November 4, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,649 | $53,777-43.0% | $134,143-77.2% | $79,858-61.6% |
| Participation rate | 64.3% | 58.8%+5.5pp | 72.2%-7.9pp | 69.6%-5.3pp |
| Annual return | 6.24% | 19.01%-12.8pp | 36.33%-30.1pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,029 | $1,321-22.1% | $3,704-72.2% | $2,471-58.3% |
| Participant deferral / active EE | $4,363 | $2,420+80.3% | $3,499+24.7% | $3,740+16.7% |
| Admin fee / account holder | $12 | $3,984-99.7% | $6,684-99.8% | $5,306-99.8% |