Filed January 4, 2018 (most recent of 3 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,987 | $65,557-5.4% | $64,056-3.2% | $71,457-13.3% |
| Participation rate | 85.5% | 73.2%+12.3pp | 72.3%+13.2pp | 67.9%+17.5pp |
| Annual return | 6.70% | 18.94%-12.2pp | 33.69%-27.0pp | 28.85%-22.1pp |
| Employer contribution / active EE | $4,364 | $2,669+63.5% | $2,747+58.9% | $2,588+68.6% |
| Participant deferral / active EE | $5,518 | $3,626+52.2% | $3,880+42.2% | $4,289+28.7% |
| Admin fee / account holder | $20 | $616-96.8% | $3,068-99.3% | $1,587-98.7% |