Filed April 21, 2016
Total covered: 2 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,980 | $68,408+3.8% | $57,179+24.1% | $57,658+23.1% |
| Participation rate | 73.0% | 79.1%-6.1pp | 75.3%-2.3pp | 70.2%+2.8pp |
| Annual return | -0.03% | 8.51%-8.5pp | 14.59%-14.6pp | 5.13%-5.2pp |
| Employer contribution / active EE | $1,969 | $2,869-31.4% | $2,682-26.6% | $1,974-0.3% |
| Participant deferral / active EE | $2,526 | $2,903-13.0% | $3,096-18.4% | $3,061-17.5% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |