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 | $497,272 | $58,101+755.9% | $118,925+318.1% | $73,409+577.4% |
| Participation rate | 100.0% | 56.1%+43.9pp | 75.4%+24.6pp | 72.2%+27.8pp |
| Annual return | 19.52% | 20.56%-1.0pp | 35.88%-16.4pp | 59.29%-39.8pp |
| Employer contribution / active EE | $10,845 | $1,445+650.4% | $3,263+232.4% | $2,234+385.5% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $4,265-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $138-100.0% | $6,581-100.0% | $158-100.0% |