Filed August 14, 2017
Total covered: 2 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 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,968 | $74,552+105.2% | $62,995+142.8% | $69,631+119.7% |
| Participation rate | 98.6% | 78.3%+20.4pp | 74.8%+23.8pp | 70.7%+27.9pp |
| Annual return | 13.39% | 15.77%-2.4pp | 87.57%-74.2pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $3,347 | $2,929+14.3% | $2,759+21.3% | $2,032+64.7% |
| Participant deferral / active EE | $4,093 | $2,974+37.6% | $3,329+22.9% | $3,224+27.0% |
| Admin fee / account holder | $10 | $59-82.9% | $3,600-99.7% | $110-90.8% |