Filed December 22, 2016 (most recent of 2 filings on file)
Total covered: 4 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.
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 | $69,860 | $87,125-19.8% | $108,410-35.6% | $86,799-19.5% |
| Participation rate | 99.2% | 80.5%+18.7pp | 80.1%+19.1pp | 72.3%+26.9pp |
| Annual return | 0.00% | 25.21%-25.2pp | 905.27%-905.3pp | 97.91%-97.9pp |
| Employer contribution / active EE | $5,858 | $2,477+136.5% | $3,558+64.6% | $2,405+143.6% |
| Participant deferral / active EE | $0 | $6,944-100.0% | $6,563-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $7,295-100.0% | $170-100.0% |