Filed December 29, 2015
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,163 | $82,093+19.6% | $379,746-74.2% | $73,409+33.7% |
| Participation rate | 84.4% | 76.8%+7.6pp | 78.4%+5.9pp | 72.2%+12.2pp |
| Annual return | 16.18% | 18.89%-2.7pp | 34.90%-18.7pp | 59.29%-43.1pp |
| Employer contribution / active EE | $2,977 | $2,847+4.6% | $3,540-15.9% | $2,234+33.3% |
| Participant deferral / active EE | $8,253 | $4,697+75.7% | $6,024+37.0% | $3,805+116.9% |
| Admin fee / account holder | $0 | $128-100.0% | $7,927-100.0% | $158-100.0% |