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.
See the 4-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 | $47,807 | $64,612-26.0% | $86,436-44.7% | $64,808-26.2% |
| Participation rate | 99.3% | 81.5%+17.8pp | 80.3%+18.9pp | 71.5%+27.8pp |
| Annual return | -35.02% | 0.66%-35.7pp | 4394.89%-4429.9pp | 32.82%-67.8pp |
| Employer contribution / active EE | $6,033 | $2,744+119.8% | $3,769+60.1% | $2,506+140.7% |
| Participant deferral / active EE | $0 | $7,497-100.0% | $6,952-100.0% | $4,310-100.0% |
| Admin fee / account holder | $2 | $169-98.6% | $6,731-100.0% | $188-98.7% |