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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,904 | $70,083+12.6% | $59,878+31.8% | $55,725+41.6% |
| Participation rate | 59.8% | 78.4%-18.5pp | 74.7%-14.9pp | 70.9%-11.0pp |
| Annual return | 8.41% | 3.13%+5.3pp | 3.46%+5.0pp | 244.93%-236.5pp |
| Employer contribution / active EE | $2,690 | $2,878-6.6% | $2,722-1.2% | $2,078+29.4% |
| Participant deferral / active EE | $3,313 | $3,079+7.6% | $3,402-2.6% | $3,356-1.3% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |