Filed November 18, 2019 (most recent of 5 filings on file)
Total covered: 16 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,751 | $91,372+336.4% | $129,995+206.7% | $74,419+435.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 12.94% | 23.21%-10.3pp | -137.18%+150.1pp | 34.38%-21.4pp |
| Employer contribution / active EE | $2,858 | $2,563+11.5% | $4,320-33.8% | $2,637+8.4% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,614-100.0% | $348-100.0% |