Filed December 11, 2020
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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,972 | $68,413+9.6% | $123,104-39.1% | $55,191+35.8% |
| Participation rate | 99.4% | 84.5%+14.8pp | 86.8%+12.6pp | 69.2%+30.2pp |
| Annual return | 5.04% | 6.30%-1.3pp | 13.22%-8.2pp | 10.78%-5.7pp |
| Employer contribution / active EE | $2,557 | $3,050-16.2% | $5,151-50.4% | $1,899+34.7% |
| Participant deferral / active EE | $1,557 | $4,490-65.3% | $6,230-75.0% | $3,046-48.9% |
| Admin fee / account holder | $0 | $88-100.0% | $9,015-100.0% | $91-100.0% |