Filed June 19, 2020 (most recent of 8 filings on file)
Total covered: 1,371 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 10-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.
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,657 | $178,759-56.6% | $102,423-24.2% | $106,382-27.0% |
| Participation rate | 99.3% | 91.3%+8.0pp | 76.5%+22.8pp | 69.9%+29.5pp |
| Annual return | 14.66% | 17.23%-2.6pp | 29.32%-14.7pp | 17.37%-2.7pp |
| Employer contribution / active EE | $4,780 | $5,750-16.9% | $3,023+58.1% | $3,364+42.1% |
| Participant deferral / active EE | $5,097 | $9,466-46.2% | $5,053+0.9% | $5,569-8.5% |
| Admin fee / account holder | $0 | $62-100.0% | $9,451-100.0% | $79-100.0% |