Filed April 16, 2018 (most recent of 6 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.
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant 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 | $0 | $0 | $250,986-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | 7.78% | 13.18%-5.4pp | 32.30%-24.5pp | 13.18%-5.4pp |
| Employer contribution / active EE | $3,622 | $8,469-57.2% | $33,955-89.3% | $8,469-57.2% |
| Participant deferral / active EE | $433 | $322+34.4% | $43+917.5% | $322+34.4% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |