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 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 12.52% | 7.00%+5.5pp | 4.95%+7.6pp | 8.23%+4.3pp |
| Employer contribution / active EE | $18,598 | $13,750+35.3% | $20,917-11.1% | $13,859+34.2% |
| Participant deferral / active EE | $1,491 | $186+700.0% | $188+694.6% | $61+2330.2% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |