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 | $106,975 | $88,515+20.9% | $162,163-34.0% | $67,579+58.3% |
| Participation rate | 75.0% | 86.8%-11.8pp | 87.6%-12.6pp | 71.3%+3.7pp |
| Annual return | 25.74% | 27.04%-1.3pp | 115.59%-89.8pp | 378.56%-352.8pp |
| Employer contribution / active EE | $2,503 | $3,563-29.8% | $5,614-55.4% | $2,148+16.5% |
| Participant deferral / active EE | $4,031 | $5,724-29.6% | $7,298-44.8% | $3,539+13.9% |
| Admin fee / account holder | $0 | $124-100.0% | $10,843-100.0% | $142-100.0% |