Filed July 14, 2016
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.
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 | $70,650 | $57,976+21.9% | $62,995+12.2% | $62,292+13.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.13% | 17.54%-2.4pp | 87.57%-72.4pp | 28.90%-13.8pp |
| Employer contribution / active EE | $2,962 | $2,415+22.6% | $2,759+7.3% | $2,042+45.0% |
| Participant deferral / active EE | $3,537 | $2,956+19.7% | $3,329+6.2% | $3,169+11.6% |
| Admin fee / account holder | $160 | $276-42.0% | $3,600-95.6% | $479-66.6% |