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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,438 | $88,515-63.4% | $162,163-80.0% | $67,579-52.0% |
| Participation rate | 95.1% | 86.8%+8.3pp | 87.6%+7.6pp | 71.3%+23.9pp |
| Annual return | 10.31% | 27.04%-16.7pp | 115.59%-105.3pp | 378.56%-368.2pp |
| Employer contribution / active EE | $2,332 | $3,563-34.5% | $5,614-58.5% | $2,148+8.6% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,843-100.0% | $142-100.0% |