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 | $110,741 | $111,608-0.8% | $177,821-37.7% | $73,409+50.9% |
| Participation rate | 94.2% | 87.9%+6.3pp | 87.7%+6.4pp | 72.2%+22.0pp |
| Annual return | 18.44% | 18.23%+0.2pp | 48.32%-29.9pp | 59.29%-40.9pp |
| Employer contribution / active EE | $2,766 | $3,796-27.1% | $5,918-53.3% | $2,234+23.8% |
| Participant deferral / active EE | $4,626 | $6,199-25.4% | $7,714-40.0% | $3,805+21.6% |
| Admin fee / account holder | $0 | $166-100.0% | $12,427-100.0% | $158-100.0% |