Filed May 10, 2018
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,573 | $79,171+119.2% | $102,423+69.5% | $74,495+133.0% |
| Participation rate | 83.4% | 74.8%+8.6pp | 76.5%+7.0pp | 67.2%+16.2pp |
| Annual return | 23.51% | 54.93%-31.4pp | 29.32%-5.8pp | 1364.94%-1341.4pp |
| Employer contribution / active EE | $10,867 | $2,362+360.0% | $3,023+259.4% | $2,623+314.3% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |