Filed November 5, 2019 (most recent of 2 filings on file)
Total covered: 3 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 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,301 | $64,119+136.0% | $112,228+34.8% | $66,914+126.1% |
| Participation rate | 88.6% | 68.5%+20.1pp | 75.1%+13.5pp | 69.8%+18.8pp |
| Annual return | 3.48% | -13.81%+17.3pp | 27.45%-24.0pp | 1.58%+1.9pp |
| Employer contribution / active EE | $33,356 | $3,005+1009.9% | $3,635+817.7% | $2,544+1211.0% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $625-99.9% | $6,410-100.0% | $593-99.9% |