Filed February 13, 2021 (most recent of 14 filings on file)
Total covered: 4,407 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 10-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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,755 | $143,368-0.4% | $87,100+63.9% | $89,569+59.4% |
| Participation rate | 96.2% | 88.2%+8.0pp | 76.9%+19.3pp | 69.6%+26.6pp |
| Annual return | 25.30% | 28.55%-3.2pp | 28.19%-2.9pp | 34.56%-9.3pp |
| Employer contribution / active EE | $4,621 | $4,012+15.2% | $2,521+83.3% | $2,584+78.8% |
| Participant deferral / active EE | $9,144 | $7,129+28.3% | $4,049+125.9% | $4,220+116.7% |
| Admin fee / account holder | $0 | $61-100.0% | $7,497-100.0% | $72-100.0% |