Filed April 29, 2021
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 6-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,035 | $105,247-16.4% | $87,100+1.1% | $77,787+13.2% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 1.63% | 24.52%-22.9pp | 28.19%-26.6pp | 32.57%-30.9pp |
| Employer contribution / active EE | $3,167 | $2,895+9.4% | $2,521+25.6% | $2,504+26.5% |
| Participant deferral / active EE | $0 | $5,060-100.0% | $4,049-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $7,497-100.0% | $100-100.0% |