Filed July 26, 2018
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 4-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 | $63,304 | $57,976+9.2% | $62,995+0.5% | $62,292+1.6% |
| Participation rate | 84.7% | 75.9%+8.8pp | 74.8%+9.9pp | 69.5%+15.2pp |
| Annual return | 15.15% | 17.54%-2.4pp | 87.57%-72.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,080 | $2,956+38.0% | $3,329+22.6% | $3,169+28.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |