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 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 | $117,987 | $88,515+33.3% | $162,163-27.2% | $67,579+74.6% |
| Participation rate | 97.6% | 86.8%+10.8pp | 87.6%+10.0pp | 71.3%+26.3pp |
| Annual return | 5.65% | 27.04%-21.4pp | 115.59%-109.9pp | 378.56%-372.9pp |
| Employer contribution / active EE | $6,198 | $3,563+73.9% | $5,614+10.4% | $2,148+188.6% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,843-100.0% | $142-100.0% |