Filed November 25, 2015
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.
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $397,815-100.0% | $397,815-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 49.0%-49.0pp | 33.6%-33.6pp | 37.6%-37.6pp |
| Annual return | 11.97% | 9.62%+2.3pp | 9.74%+2.2pp | 9.30%+2.7pp |
| Employer contribution / active EE | $105,209 | $46,336+127.1% | $39,474+166.5% | $43,742+140.5% |
| Participant deferral / active EE | $9,096 | $130+6883.4% | $135+6637.8% | $83+10898.1% |
| Admin fee / account holder | $0 | $10,161-100.0% | $10,161-100.0% | $12,596-100.0% |