Filed November 17, 2017 (most recent of 3 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 9-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $16,014 | $47,634-66.4% | $90,404-82.3% | $90,288-82.3% |
| Participation rate | 13.8% | 67.5%-53.7pp | 72.7%-58.9pp | 73.4%-59.6pp |
| Annual return | 16.55% | 19.61%-3.1pp | 1293.02%-1276.5pp | 53.97%-37.4pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,262-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $254 | $2,824-91.0% | $3,963-93.6% | $4,232-94.0% |
| Admin fee / account holder | $15 | $106-85.8% | $5,611-99.7% | $114-86.8% |