Filed January 21, 2020 (most recent of 2 filings on file)
Total covered: 2 employees
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,079 | $232,540+48.4% | $185,117+86.4% | $147,584+133.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.71% | 43.03%-23.3pp | 40.50%-20.8pp | 578.55%-558.8pp |
| Employer contribution / active EE | $10,628 | $5,195+104.6% | $4,182+154.2% | $4,876+118.0% |
| Participant deferral / active EE | $6,119 | $5,834+4.9% | $5,045+21.3% | $5,439+12.5% |
| Admin fee / account holder | $153 | $10,275-98.5% | $8,159-98.1% | $10,885-98.6% |