Filed December 2, 2020 (most recent of 9 filings on file)
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 | $32,535 | $63,964-49.1% | $147,614-78.0% | $67,505-51.8% |
| Participation rate | 88.7% | 68.6%+20.1pp | 84.6%+4.1pp | 71.2%+17.5pp |
| Annual return | -1.65% | 9.05%-10.7pp | 61.98%-63.6pp | 6.52%-8.2pp |
| Employer contribution / active EE | $886 | $1,618-45.2% | $5,564-84.1% | $2,173-59.2% |
| Participant deferral / active EE | $3,544 | $2,589+36.9% | $4,895-27.6% | $3,597-1.5% |
| Admin fee / account holder | $0 | $43-100.0% | $11,611-100.0% | $56-100.0% |