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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,445 | $80,005+19.3% | $140,016-31.8% | $55,725+71.3% |
| Participation rate | 92.7% | 87.0%+5.7pp | 87.5%+5.2pp | 70.9%+21.8pp |
| Annual return | -5.26% | 0.46%-5.7pp | 651.12%-656.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $2,395 | $3,403-29.6% | $5,606-57.3% | $2,078+15.2% |
| Participant deferral / active EE | $3,932 | $5,264-25.3% | $6,927-43.2% | $3,356+17.2% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |