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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,447 | $49,138+403.6% | $84,015+194.5% | $65,185+279.6% |
| Participation rate | 90.8% | 60.7%+30.1pp | 69.0%+21.8pp | 70.2%+20.6pp |
| Annual return | 0.00% | 23.00%-23.0pp | 71.31%-71.3pp | 29.38%-29.4pp |
| Employer contribution / active EE | $5,844 | $914+539.6% | $1,983+194.6% | $2,177+168.5% |
| Participant deferral / active EE | $9,811 | $2,397+309.3% | $3,239+202.9% | $3,514+179.2% |
| Admin fee / account holder | $2 | $543-99.6% | $6,101-100.0% | $847-99.7% |