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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,268 | $89,808-60.7% | $100,391-64.9% | $77,643-54.6% |
| Participation rate | 99.6% | 81.2%+18.4pp | 81.5%+18.2pp | 70.6%+29.1pp |
| Annual return | -34.67% | 20.62%-55.3pp | 49.20%-83.9pp | 31.24%-65.9pp |
| Employer contribution / active EE | $6,123 | $3,039+101.5% | $3,942+55.3% | $2,726+124.6% |
| Participant deferral / active EE | $0 | $8,284-100.0% | $8,082-100.0% | $4,647-100.0% |
| Admin fee / account holder | $2 | $174-99.0% | $7,899-100.0% | $430-99.6% |