Filed May 23, 2018 (most recent of 3 filings on file)
Total covered: 7 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 7-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,455 | $111,491+11.6% | $189,513-34.3% | $86,799+43.4% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.8%+10.8pp | 72.3%+26.3pp |
| Annual return | 28.78% | 83.50%-54.7pp | 555.15%-526.4pp | 97.91%-69.1pp |
| Employer contribution / active EE | $6,246 | $3,951+58.1% | $6,162+1.4% | $2,405+159.7% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,045-100.0% | $170-100.0% |