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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,430 | $49,451+382.2% | $79,550+199.7% | $66,914+256.3% |
| Participation rate | 91.8% | 61.3%+30.5pp | 69.5%+22.4pp | 69.8%+22.0pp |
| Annual return | -13.00% | 84.25%-97.3pp | 0.16%-13.2pp | 1.58%-14.6pp |
| Employer contribution / active EE | $7,800 | $1,266+516.3% | $2,413+223.2% | $2,544+206.6% |
| Participant deferral / active EE | $12,821 | $3,159+305.9% | $3,985+221.7% | $4,237+202.6% |
| Admin fee / account holder | $24 | $595-95.9% | $6,832-99.6% | $593-95.9% |