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 | $134,472 | $101,317+32.7% | $146,958-8.5% | $74,495+80.5% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.4pp |
| Annual return | 12.63% | 8730.91%-8718.3pp | 418.34%-405.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $11,903 | $3,810+212.4% | $4,933+141.3% | $2,623+353.8% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $24 | $1,739-98.6% | $12,998-99.8% | $1,942-98.8% |