Filed September 18, 2017
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,118 | $43,423+61.5% | $78,689-10.9% | $55,167+27.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 0.29% | 11.53%-11.2pp | 62.18%-61.9pp | 169.23%-168.9pp |
| Employer contribution / active EE | $4,067 | $1,997+103.7% | $2,851+42.7% | $1,963+107.3% |
| Participant deferral / active EE | $5,069 | $2,509+102.1% | $3,517+44.1% | $3,054+66.0% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |