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 | $43,189 | $89,282-51.6% | $94,646-54.4% | $74,419-42.0% |
| Participation rate | 99.3% | 82.4%+16.9pp | 80.8%+18.5pp | 70.7%+28.6pp |
| Annual return | -13.88% | 25.96%-39.8pp | 156.71%-170.6pp | 34.38%-48.3pp |
| Employer contribution / active EE | $5,708 | $3,022+88.9% | $3,672+55.4% | $2,637+116.4% |
| Participant deferral / active EE | $0 | $8,425-100.0% | $7,418-100.0% | $4,528-100.0% |
| Admin fee / account holder | $2 | $219-99.0% | $7,231-100.0% | $348-99.4% |