Filed November 18, 2016
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,939 | $106,028+15.9% | $146,958-16.3% | $77,643+58.3% |
| Participation rate | 98.4% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.8pp |
| Annual return | 7.99% | 56.73%-48.7pp | 418.34%-410.3pp | 31.24%-23.3pp |
| Employer contribution / active EE | $10,417 | $4,063+156.4% | $4,933+111.2% | $2,726+282.2% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |