Filed December 19, 2018
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.
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $765,066-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 8.4%-8.4pp |
| Annual return | 28.84% | 9.54%+19.3pp | 8.31%+20.5pp | 18.34%+10.5pp |
| Employer contribution / active EE | $18,039 | $16,612+8.6% | $21,002-14.1% | $14,665+23.0% |
| Participant deferral / active EE | $1,339 | $348+284.4% | $224+498.3% | $70+1822.7% |
| Admin fee / account holder | $0 | $9,141-100.0% | $724-100.0% | $9,141-100.0% |