Filed April 27, 2016 (most recent of 2 filings on file)
Total covered: 12 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 3-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,767 | $81,537+29.7% | $149,718-29.4% | $69,631+51.9% |
| Participation rate | 93.4% | 86.1%+7.3pp | 87.1%+6.4pp | 70.7%+22.8pp |
| Annual return | 16.62% | 22.79%-6.2pp | 1501.63%-1485.0pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $2,356 | $3,239-27.2% | $5,445-56.7% | $2,032+16.0% |
| Participant deferral / active EE | $3,805 | $4,994-23.8% | $6,569-42.1% | $3,224+18.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |