Filed May 23, 2018 (most recent of 3 filings on file)
Total covered: 7 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 7-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 | $72,283 | $129,021-44.0% | $184,203-60.8% | $77,643-6.9% |
| Participation rate | 99.4% | 87.3%+12.1pp | 86.8%+12.6pp | 70.6%+28.9pp |
| Annual return | -22.29% | 33.27%-55.6pp | 28.81%-51.1pp | 31.24%-53.5pp |
| Employer contribution / active EE | $5,154 | $4,413+16.8% | $6,427-19.8% | $2,726+89.1% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $254-100.0% | $13,901-100.0% | $430-100.0% |