Filed December 21, 2016
Total covered: 1,658 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.
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 | $130,175 | $110,299+18.0% | $102,423+27.1% | $199,593-34.8% |
| Participation rate | 96.6% | 86.3%+10.3pp | 76.5%+20.1pp | 72.0%+24.6pp |
| Annual return | 12.23% | 35.73%-23.5pp | 29.32%-17.1pp | 34.25%-22.0pp |
| Employer contribution / active EE | $5,175 | $3,603+43.6% | $3,023+71.2% | $3,034+70.6% |
| Participant deferral / active EE | $8,538 | $6,376+33.9% | $5,053+69.0% | $5,087+67.8% |
| Admin fee / account holder | $0 | $122-100.0% | $9,451-100.0% | $269-100.0% |