Filed April 19, 2017
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 9-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 exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,713 | $100,923+151.4% | $150,045+69.1% | $74,304+241.5% |
| Participation rate | 86.0% | 70.1%+16.0pp | 82.3%+3.7pp | 60.3%+25.7pp |
| Annual return | 6.30% | 51.77%-45.5pp | 62.55%-56.2pp | 29.43%-23.1pp |
| Employer contribution / active EE | $1,122 | $3,463-67.6% | $4,693-76.1% | $2,241-49.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | -$0 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |