Filed October 13, 2017
Total covered: 15 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,416 | $129,021-85.0% | $184,203-89.5% | $77,643-75.0% |
| Participation rate | 84.8% | 87.3%-2.5pp | 86.8%-2.0pp | 70.6%+14.2pp |
| Annual return | 11.35% | 33.27%-21.9pp | 28.81%-17.5pp | 31.24%-19.9pp |
| Employer contribution / active EE | $2,280 | $4,413-48.3% | $6,427-64.5% | $2,726-16.4% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $254-100.0% | $13,901-100.0% | $430-100.0% |