Filed June 12, 2018 (most recent of 2 filings on file)
Total covered: 10 employees
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,449 | $104,317+16.4% | $159,436-23.8% | $86,799+39.9% |
| Participation rate | 87.1% | 77.7%+9.4pp | 82.8%+4.3pp | 72.3%+14.8pp |
| Annual return | 12.60% | 26.32%-13.7pp | 263.57%-251.0pp | 97.91%-85.3pp |
| Employer contribution / active EE | $8,942 | $3,451+159.1% | $4,829+85.1% | $2,405+271.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $74 | $172-56.8% | $10,799-99.3% | $170-56.2% |