Filed October 19, 2016 (most recent of 2 filings on file)
Total covered: 2 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $587,681 | $167,484+250.9% | $151,611+287.6% | $134,475+337.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.73% | 7.80%-18.5pp | 3.33%-14.1pp | 417.96%-428.7pp |
| Employer contribution / active EE | $7,443 | $6,829+9.0% | $6,166+20.7% | $4,740+57.0% |
| Participant deferral / active EE | $17,054 | $8,986+89.8% | $8,363+103.9% | $6,400+166.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |