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 | $1,035,913 | $88,890+1065.4% | $102,423+911.4% | $77,643+1234.2% |
| Participation rate | 98.7% | 80.9%+17.8pp | 76.5%+22.3pp | 70.6%+28.2pp |
| Annual return | 20.71% | 24.98%-4.3pp | 29.32%-8.6pp | 31.24%-10.5pp |
| Employer contribution / active EE | $505 | $2,698-81.3% | $3,023-83.3% | $2,726-81.5% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $9,451-100.0% | $430-100.0% |