Filed March 14, 2020
Total covered: 11 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 6-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 | $70,862 | $89,753-21.0% | $107,525-34.1% | $84,808-16.4% |
| Participation rate | 92.2% | 68.1%+24.1pp | 75.1%+17.1pp | 68.3%+23.9pp |
| Annual return | -11.75% | 29.48%-41.2pp | 181.32%-193.1pp | 40.90%-52.6pp |
| Employer contribution / active EE | $13,931 | $3,113+347.4% | $3,754+271.1% | $2,631+429.5% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |