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 | $67,834 | $81,460-16.7% | $103,333-34.4% | $80,856-16.1% |
| Participation rate | 93.0% | 66.8%+26.1pp | 74.5%+18.4pp | 67.6%+25.3pp |
| Annual return | 4.81% | 25.55%-20.7pp | 24.88%-20.1pp | 35.59%-30.8pp |
| Employer contribution / active EE | $12,565 | $3,105+304.7% | $3,868+224.9% | $2,755+356.1% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |