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.
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 | $27,884 | $131,799-78.8% | $200,582-86.1% | $85,563-67.4% |
| Participation rate | 93.9% | 87.9%+6.0pp | 86.9%+7.0pp | 66.0%+27.9pp |
| Annual return | 47.32% | 21.59%+25.7pp | 42.33%+5.0pp | 31.51%+15.8pp |
| Employer contribution / active EE | $2,507 | $4,532-44.7% | $6,419-60.9% | $2,654-5.5% |
| Participant deferral / active EE | $0 | $7,702-100.0% | $9,331-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $16,305-100.0% | $834-100.0% |