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 | $50,969 | $64,119-20.5% | $112,228-54.6% | $66,914-23.8% |
| Participation rate | 92.6% | 68.5%+24.1pp | 75.1%+17.5pp | 69.8%+22.8pp |
| Annual return | -26.21% | -13.81%-12.4pp | 27.45%-53.7pp | 1.58%-27.8pp |
| Employer contribution / active EE | $6,035 | $3,005+100.8% | $3,635+66.0% | $2,544+137.2% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $625-99.9% | $6,410-100.0% | $593-99.9% |