Filed September 8, 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 9-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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,741 | $69,763+18.6% | $67,502+22.6% | $74,495+11.1% |
| Participation rate | 99.4% | 71.4%+28.0pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 15.49% | -40.34%+55.8pp | 3512.12%-3496.6pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,916 | $2,704+7.9% | $2,731+6.8% | $2,623+11.2% |
| Participant deferral / active EE | $6,087 | $3,636+67.4% | $4,000+52.2% | $4,346+40.1% |
| Admin fee / account holder | $50 | $896-94.4% | $3,998-98.7% | $1,942-97.4% |