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 | $114,538 | $74,552+53.6% | $62,995+81.8% | $69,631+64.5% |
| Participation rate | 94.8% | 78.3%+16.5pp | 74.8%+20.0pp | 70.7%+24.1pp |
| Annual return | 13.63% | 15.77%-2.1pp | 87.57%-73.9pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $1,988 | $2,929-32.1% | $2,759-27.9% | $2,032-2.2% |
| Participant deferral / active EE | $2,693 | $2,974-9.5% | $3,329-19.1% | $3,224-16.5% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |