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 | $282,865-100.0% | $191,373-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 12.4%-12.4pp |
| Annual return | 10.02% | 11.14%-1.1pp | 8.46%+1.6pp | 9.89%+0.1pp |
| Employer contribution / active EE | $21,440 | $16,887+27.0% | $25,175-14.8% | $14,313+49.8% |
| Participant deferral / active EE | $1,455 | $276+427.6% | $181+705.7% | $62+2244.4% |
| Admin fee / account holder | $0 | $9,084-100.0% | $730-100.0% | $9,084-100.0% |