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.
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 | $121,517 | $91,407+32.9% | $135,903-10.6% | $71,457+70.1% |
| Participation rate | 99.1% | 75.7%+23.5pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | 14.90% | 29.90%-15.0pp | 68.23%-53.3pp | 28.85%-13.9pp |
| Employer contribution / active EE | $11,672 | $3,703+215.2% | $4,856+140.4% | $2,588+351.1% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $21 | $1,266-98.3% | $10,762-99.8% | $1,587-98.7% |