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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,345 | $84,487+25.9% | $125,339-15.2% | $66,914+58.9% |
| Participation rate | 86.5% | 76.4%+10.1pp | 82.4%+4.2pp | 69.8%+16.7pp |
| Annual return | -11.31% | -8.39%-2.9pp | 572.05%-583.4pp | 1.58%-12.9pp |
| Employer contribution / active EE | $10,823 | $3,553+204.6% | $4,814+124.8% | $2,544+325.4% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $54 | $685-92.1% | $10,010-99.5% | $593-90.9% |