Filed August 31, 2020
Total covered: 6 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 5-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,038 | $44,960+302.7% | $84,966+113.1% | $74,495+143.0% |
| Participation rate | 93.3% | 49.4%+43.9pp | 67.5%+25.8pp | 67.2%+26.1pp |
| Annual return | 1.93% | 26.24%-24.3pp | 66.38%-64.5pp | 1364.94%-1363.0pp |
| Employer contribution / active EE | $17,035 | $1,457+1069.1% | $2,727+524.7% | $2,623+549.4% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,209-100.0% | $6,149-100.0% | $1,942-100.0% |