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 | $89,323 | $100,227-10.9% | $169,993-47.5% | $74,419+20.0% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.0%+12.3pp | 70.7%+28.6pp |
| Annual return | -14.30% | 66.08%-80.4pp | 53.37%-67.7pp | 34.38%-48.7pp |
| Employer contribution / active EE | $5,052 | $4,263+18.5% | $6,785-25.5% | $2,637+91.6% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $234-100.0% | $12,815-100.0% | $348-100.0% |