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 | $134,225 | $203,209-33.9% | $159,436-15.8% | - |
| Participation rate | 88.8% | 77.0%+11.7pp | 82.8%+5.9pp | - |
| Annual return | 13.31% | 10.23%+3.1pp | 263.57%-250.3pp | - |
| Employer contribution / active EE | $0 | $2,919-100.0% | $4,829-100.0% | - |
| Participant deferral / active EE | $7,549 | $5,954+26.8% | $7,352+2.7% | - |
| Admin fee / account holder | $115 | $10,627-98.9% | $10,799-98.9% | - |