Filed April 27, 2016 (most recent of 2 filings on file)
Total covered: 12 employees
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 7-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,948 | $111,491+9.4% | $189,513-35.7% | $86,799+40.5% |
| Participation rate | 94.8% | 87.3%+7.4pp | 87.8%+6.9pp | 72.3%+22.5pp |
| Annual return | 16.65% | 83.50%-66.8pp | 555.15%-538.5pp | 97.91%-81.3pp |
| Employer contribution / active EE | $3,247 | $3,951-17.8% | $6,162-47.3% | $2,405+35.0% |
| Participant deferral / active EE | $5,442 | $6,437-15.4% | $8,221-33.8% | $4,131+31.7% |
| Admin fee / account holder | $0 | $189-100.0% | $12,045-100.0% | $170-100.0% |