Filed November 27, 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 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.
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 | $70,516 | $54,762+28.8% | $90,281-21.9% | $72,985-3.4% |
| Participation rate | 93.3% | 65.1%+28.2pp | 73.3%+20.1pp | 69.5%+23.8pp |
| Annual return | 25.11% | 30.63%-5.5pp | 78.10%-53.0pp | 81.00%-55.9pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,891 | $2,887+104.1% | $3,885+51.6% | $3,607+63.3% |
| Admin fee / account holder | $2 | $3,972-99.9% | $5,351-100.0% | $5,124-100.0% |