Filed February 22, 2017 (most recent of 2 filings on file)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 11.13% | 12.41%-1.3pp | 11.31%-0.2pp | 18.34%-7.2pp |
| Employer contribution / active EE | $5,050 | $18,122-72.1% | $35,729-85.9% | $14,665-65.6% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |