Filed April 4, 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 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.
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 | $50,069 | $68,408-26.8% | $57,179-12.4% | $57,658-13.2% |
| Participation rate | 99.2% | 79.1%+20.1pp | 75.3%+23.9pp | 70.2%+29.0pp |
| Annual return | 6.13% | 8.51%-2.4pp | 14.59%-8.5pp | 5.13%+1.0pp |
| Employer contribution / active EE | $1,774 | $2,869-38.2% | $2,682-33.9% | $1,974-10.1% |
| Participant deferral / active EE | $3,788 | $2,903+30.5% | $3,096+22.3% | $3,061+23.8% |
| Admin fee / account holder | $6 | $70-90.9% | $3,139-99.8% | $95-93.3% |