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 | $117,441 | $84,487+39.0% | $125,339-6.3% | $66,914+75.5% |
| Participation rate | 89.1% | 76.4%+12.7pp | 82.4%+6.8pp | 69.8%+19.3pp |
| Annual return | -12.45% | -8.39%-4.1pp | 572.05%-584.5pp | 1.58%-14.0pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,096 | $6,781+34.1% | $7,446+22.1% | $4,237+114.7% |
| Admin fee / account holder | $23 | $685-96.7% | $10,010-99.8% | $593-96.2% |