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 | $94,469 | $111,608-15.4% | $177,821-46.9% | $73,409+28.7% |
| Participation rate | 99.5% | 87.9%+11.6pp | 87.7%+11.8pp | 72.2%+27.3pp |
| Annual return | -12.77% | 18.23%-31.0pp | 48.32%-61.1pp | 59.29%-72.1pp |
| Employer contribution / active EE | $6,163 | $3,796+62.4% | $5,918+4.1% | $2,234+175.9% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $12,427-100.0% | $158-100.0% |