Filed November 5, 2019 (most recent of 2 filings on file)
Total covered: 3 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 9-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,126 | $76,670+107.5% | $96,683+64.6% | $71,457+122.7% |
| Participation rate | 85.1% | 66.6%+18.6pp | 74.3%+10.8pp | 67.9%+17.2pp |
| Annual return | 16.26% | 48.29%-32.0pp | 35.69%-19.4pp | 28.85%-12.6pp |
| Employer contribution / active EE | $6,481 | $3,031+113.8% | $3,737+73.4% | $2,588+150.4% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |