Filed December 1, 2016 (most recent of 2 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.
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 | $49,074 | $45,073+8.9% | $69,455-29.3% | $72,985-32.8% |
| Participation rate | 89.2% | 68.5%+20.7pp | 74.6%+14.6pp | 69.5%+19.7pp |
| Annual return | 14.33% | 22.65%-8.3pp | 28.97%-14.6pp | 81.00%-66.7pp |
| Employer contribution / active EE | $2,530 | $2,054+23.2% | $2,779-8.9% | $2,440+3.7% |
| Participant deferral / active EE | $2,882 | $2,602+10.8% | $3,535-18.5% | $3,607-20.1% |
| Admin fee / account holder | $89 | $3,056-97.1% | $3,839-97.7% | $5,124-98.3% |