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 | $50,764 | $55,002-7.7% | $59,878-15.2% | $56,287-9.8% |
| Participation rate | 99.2% | 75.9%+23.3pp | 74.7%+24.5pp | 69.9%+29.3pp |
| Annual return | -1.85% | 1.13%-3.0pp | 3.46%-5.3pp | -9.96%+8.1pp |
| Employer contribution / active EE | $1,718 | $2,448-29.8% | $2,722-36.9% | $2,111-18.6% |
| Participant deferral / active EE | $3,623 | $3,121+16.1% | $3,402+6.5% | $3,350+8.2% |
| Admin fee / account holder | $4 | $236-98.4% | $3,590-99.9% | $521-99.3% |