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 | $91,902 | $75,388+21.9% | $123,544-25.6% | $55,725+64.9% |
| Participation rate | 97.6% | 75.7%+21.9pp | 82.3%+15.3pp | 70.9%+26.7pp |
| Annual return | -2.40% | 4.48%-6.9pp | 119.20%-121.6pp | 244.93%-247.3pp |
| Employer contribution / active EE | $8,481 | $3,063+176.9% | $4,628+83.3% | $2,078+308.1% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $16 | $120-86.9% | $9,284-99.8% | $115-86.4% |