Filed December 21, 2017 (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 | $17,161 | $59,839-71.3% | $81,983-79.1% | $79,858-78.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 21.64% | 17.56%+4.1pp | 41.31%-19.7pp | 31.71%-10.1pp |
| Employer contribution / active EE | $332 | $1,713-80.6% | $2,498-86.7% | $2,471-86.6% |
| Participant deferral / active EE | $3,380 | $2,695+25.4% | $3,722-9.2% | $3,740-9.6% |
| Admin fee / account holder | $12 | $4,287-99.7% | $5,664-99.8% | $5,306-99.8% |