Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $569 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,692 | $67,606+22.3% | $82,313+0.5% | $70,131+17.9% |
| Participation rate | 82.0% | 72.8%+9.2pp | 76.9%+5.1pp | 69.5%+12.5pp |
| Annual return | 11.47% | 21.57%-10.1pp | 25.88%-14.4pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,391 | $1,755-20.7% | $2,428-42.7% | $2,342-40.6% |
| Participant deferral / active EE | $4,801 | $2,987+60.8% | $3,706+29.6% | $3,332+44.1% |
| Admin fee / account holder | $8 | $4,512-99.8% | $5,608-99.9% | $4,645-99.8% |