Filed June 12, 2018 (most recent of 2 filings on file)
Total covered: 10 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,781 | $88,324-5.1% | $115,037-27.2% | $55,191+51.8% |
| Participation rate | 95.1% | 72.5%+22.6pp | 81.4%+13.8pp | 69.2%+26.0pp |
| Annual return | 2.14% | 6.30%-4.2pp | 26.14%-24.0pp | 10.78%-8.6pp |
| Employer contribution / active EE | $5,930 | $2,805+111.4% | $4,608+28.7% | $1,899+212.3% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $29 | $105-72.7% | $8,175-99.6% | $91-68.3% |