Filed June 30, 2017 (most recent of 3 filings on file)
Total covered: 2 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 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.
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 | $50,806 | $74,552-31.9% | $62,995-19.3% | $69,631-27.0% |
| Participation rate | 86.9% | 78.3%+8.6pp | 74.8%+12.0pp | 70.7%+16.2pp |
| Annual return | 13.08% | 15.77%-2.7pp | 87.57%-74.5pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $2,495 | $2,929-14.8% | $2,759-9.6% | $2,032+22.8% |
| Participant deferral / active EE | $2,806 | $2,974-5.7% | $3,329-15.7% | $3,224-13.0% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |