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 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 4.22% | 8.85%-4.6pp | 9.84%-5.6pp | 8.85%-4.6pp |
| Employer contribution / active EE | $4,179 | $8,529-51.0% | $30,320-86.2% | $8,529-51.0% |
| Participant deferral / active EE | $448 | $399+12.3% | $66+578.3% | $399+12.3% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |