Filed April 6, 2016 (most recent of 2 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 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,829 | $56,054-0.4% | $171,082-67.4% | $62,891-11.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 7.28% | 22.52%-15.2pp | 32.56%-25.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,848 | $1,731+6.8% | $4,002-53.8% | $2,281-19.0% |
| Participant deferral / active EE | $3,766 | $3,158+19.3% | $4,797-21.5% | $3,203+17.6% |
| Admin fee / account holder | $14 | $3,647-99.6% | $8,520-99.8% | $4,296-99.7% |