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 | $424,029 | $107,440+294.7% | $105,738+301.0% | $55,725+660.9% |
| Participation rate | 100.0% | 55.5%+44.5pp | 76.3%+23.7pp | 70.9%+29.1pp |
| Annual return | -1.05% | -0.59%-0.5pp | 6.27%-7.3pp | 244.93%-246.0pp |
| Employer contribution / active EE | $9,087 | $1,448+527.5% | $3,268+178.0% | $2,078+337.2% |
| Participant deferral / active EE | $0 | $2,171-100.0% | $4,080-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $6,913-100.0% | $115-100.0% |