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 | $103,570 | $70,083+47.8% | $59,878+73.0% | $55,725+85.9% |
| Participation rate | 94.6% | 78.4%+16.2pp | 74.7%+19.9pp | 70.9%+23.8pp |
| Annual return | -2.38% | 3.13%-5.5pp | 3.46%-5.8pp | 244.93%-247.3pp |
| Employer contribution / active EE | $2,375 | $2,878-17.5% | $2,722-12.7% | $2,078+14.3% |
| Participant deferral / active EE | $2,806 | $3,079-8.9% | $3,402-17.5% | $3,356-16.4% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |