Filed March 1, 2019
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 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.
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 | $104,975 | $68,408+53.5% | $57,179+83.6% | $57,658+82.1% |
| Participation rate | 95.5% | 79.1%+16.3pp | 75.3%+20.1pp | 70.2%+25.3pp |
| Annual return | 6.84% | 8.51%-1.7pp | 14.59%-7.7pp | 5.13%+1.7pp |
| Employer contribution / active EE | $2,063 | $2,869-28.1% | $2,682-23.1% | $1,974+4.5% |
| Participant deferral / active EE | $2,649 | $2,903-8.8% | $3,096-14.4% | $3,061-13.4% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |