Filed September 9, 2015 (most recent of 3 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 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.
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 | $26,559 | $68,408-61.2% | $57,179-53.6% | $57,658-53.9% |
| Participation rate | 99.6% | 79.1%+20.5pp | 75.3%+24.3pp | 70.2%+29.4pp |
| Annual return | 104.20% | 8.51%+95.7pp | 14.59%+89.6pp | 5.13%+99.1pp |
| Employer contribution / active EE | $6,490 | $2,869+126.2% | $2,682+142.0% | $1,974+228.8% |
| Participant deferral / active EE | $7,978 | $2,903+174.8% | $3,096+157.7% | $3,061+160.7% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |