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.
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 | $85,592 | $69,362+23.4% | $101,248-15.5% | $73,488+16.5% |
| Participation rate | 95.4% | 68.4%+27.0pp | 75.8%+19.6pp | 70.7%+24.7pp |
| Annual return | 0.00% | 18.46%-18.5pp | 46.47%-46.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $7,662 | $2,628+191.5% | $3,660+109.4% | $2,270+237.5% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |