Filed October 6, 2017
Total covered: 212 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,200 | $73,638+8.9% | $95,952-16.4% | $73,488+9.1% |
| Participation rate | 87.0% | 76.2%+10.8pp | 77.1%+9.9pp | 70.7%+16.3pp |
| Annual return | 18.07% | 16.78%+1.3pp | 91.61%-73.5pp | 28.51%-10.4pp |
| Employer contribution / active EE | $4,877 | $1,863+161.7% | $2,541+91.9% | $2,270+114.8% |
| Participant deferral / active EE | $7,555 | $3,617+108.9% | $4,167+81.3% | $3,740+102.0% |
| Admin fee / account holder | $76 | $482-84.3% | $6,795-98.9% | $513-85.2% |