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 | $28,738 | $111,491-74.2% | $189,513-84.8% | $86,799-66.9% |
| Participation rate | 97.6% | 87.3%+10.3pp | 87.8%+9.8pp | 72.3%+25.4pp |
| Annual return | 36.43% | 83.50%-47.1pp | 555.15%-518.7pp | 97.91%-61.5pp |
| Employer contribution / active EE | $2,736 | $3,951-30.8% | $6,162-55.6% | $2,405+13.7% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,045-100.0% | $170-100.0% |