Filed January 22, 2019
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 6-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $289,541 | $59,417+387.3% | $93,606+209.3% | $74,495+288.7% |
| Participation rate | 91.0% | 59.7%+31.3pp | 68.7%+22.3pp | 67.2%+23.8pp |
| Annual return | 8.22% | 81.83%-73.6pp | 133.20%-125.0pp | 1364.94%-1356.7pp |
| Employer contribution / active EE | $8,368 | $1,264+562.2% | $2,420+245.8% | $2,623+219.0% |
| Participant deferral / active EE | $14,973 | $3,050+390.9% | $4,411+239.4% | $4,346+244.5% |
| Admin fee / account holder | $5 | $3,021-99.8% | $8,285-99.9% | $1,942-99.7% |