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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,189 | $80,005-62.3% | $140,016-78.4% | $55,725-45.8% |
| Participation rate | 96.9% | 87.0%+9.9pp | 87.5%+9.4pp | 70.9%+26.1pp |
| Annual return | 13.77% | 0.46%+13.3pp | 651.12%-637.3pp | 244.93%-231.2pp |
| Employer contribution / active EE | $2,072 | $3,403-39.1% | $5,606-63.0% | $2,078-0.3% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |