Filed February 24, 2020
Total covered: 20 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 5-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $10,263-100.0% | $190,213-100.0% | $10,263-100.0% |
| Participation rate | 0.0% | 98.8%-98.8pp | 56.0%-56.0pp | 98.8%-98.8pp |
| Annual return | 14.47% | 9.41%+5.1pp | 9.29%+5.2pp | 9.41%+5.1pp |
| Employer contribution / active EE | $47,027 | $16,120+191.7% | $37,513+25.4% | $16,120+191.7% |
| Participant deferral / active EE | $0 | $284-100.0% | - | $284-100.0% |
| Admin fee / account holder | $0 | $19,945-100.0% | $822-100.0% | $19,945-100.0% |