Filed December 27, 2018 (most recent of 9 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $996,524 | $99,078+905.8% | $96,544+932.2% | $74,419+1239.1% |
| Participation rate | 99.9% | 80.7%+19.2pp | 76.0%+23.9pp | 70.7%+29.1pp |
| Annual return | 42.18% | 22.48%+19.7pp | 25.84%+16.3pp | 34.38%+7.8pp |
| Employer contribution / active EE | $640 | $2,570-75.1% | $2,965-78.4% | $2,637-75.7% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |