Filed October 19, 2017 (most recent of 2 filings on file)
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.
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 | $401,192 | $66,528+503.0% | $86,874+361.8% | $86,799+362.2% |
| Participation rate | 99.8% | 72.4%+27.4pp | 71.6%+28.1pp | 72.3%+27.5pp |
| Annual return | -11.54% | 19.56%-31.1pp | 63.52%-75.1pp | 97.91%-109.4pp |
| Employer contribution / active EE | $6,128 | $2,007+205.3% | $2,495+145.6% | $2,405+154.8% |
| Participant deferral / active EE | $0 | $3,240-100.0% | $3,699-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $5,828-100.0% | $170-100.0% |