Filed March 30, 2018
Total covered: 8 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 8-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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,261 | $210,648-58.6% | $177,989-51.0% | $145,922-40.2% |
| Participation rate | 72.2% | 80.8%-8.5pp | 77.1%-4.9pp | 80.3%-8.1pp |
| Annual return | 11.96% | 385.86%-373.9pp | 294.48%-282.5pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,868 | $4,565-59.1% | $3,949-52.7% | $4,660-59.9% |
| Participant deferral / active EE | $6,058 | $6,958-12.9% | $6,276-3.5% | $6,688-9.4% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |