Filed March 4, 2021 (most recent of 2 filings on file)
Total covered: 16 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,565 | $106,028+117.5% | $146,958+56.9% | $77,643+197.0% |
| Participation rate | 87.9% | 78.4%+9.5pp | 82.2%+5.7pp | 70.6%+17.3pp |
| Annual return | 4.44% | 56.73%-52.3pp | 418.34%-413.9pp | 31.24%-26.8pp |
| Employer contribution / active EE | $12,487 | $4,063+207.3% | $4,933+153.1% | $2,726+358.1% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |