Filed February 1, 2017
Total covered: 13 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $455,570 | $54,390+737.6% | $117,039+289.2% | $69,631+554.3% |
| Participation rate | 100.0% | 58.5%+41.5pp | 77.2%+22.8pp | 70.7%+29.3pp |
| Annual return | 26.37% | 18.33%+8.0pp | 18.95%+7.4pp | 27571.02%-27544.7pp |
| Employer contribution / active EE | $8,287 | $1,357+510.9% | $3,785+119.0% | $2,032+307.8% |
| Participant deferral / active EE | $0 | $2,076-100.0% | $3,929-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $5,974-100.0% | $110-100.0% |