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 | $106,970 | $100,801+6.1% | $149,696-28.5% | $73,409+45.7% |
| Participation rate | 96.8% | 77.7%+19.1pp | 82.5%+14.3pp | 72.2%+24.6pp |
| Annual return | 14.67% | 265.34%-250.7pp | 276.60%-261.9pp | 59.29%-44.6pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,466 | $6,404+1.0% | $6,842-5.5% | $3,805+69.9% |
| Admin fee / account holder | $33 | $181-81.8% | $9,309-99.6% | $158-79.2% |