Filed November 20, 2018 (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 9-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 | $31,773 | $81,460-61.0% | $103,333-69.3% | $80,856-60.7% |
| Participation rate | 85.9% | 66.8%+19.0pp | 74.5%+11.4pp | 67.6%+18.2pp |
| Annual return | -18.24% | 25.55%-43.8pp | 24.88%-43.1pp | 35.59%-53.8pp |
| Employer contribution / active EE | $6,223 | $3,105+100.4% | $3,868+60.9% | $2,755+125.9% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |