Filed August 29, 2016 (most recent of 2 filings on file)
Total covered: 30 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 7-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,038 | $99,957+28.1% | $149,696-14.5% | $73,488+74.2% |
| Participation rate | 99.2% | 75.7%+23.5pp | 82.5%+16.7pp | 70.7%+28.5pp |
| Annual return | 614.25% | 53.87%+560.4pp | 276.60%+337.7pp | 28.51%+585.7pp |
| Employer contribution / active EE | $9,008 | $3,191+182.3% | $4,644+94.0% | $2,270+296.8% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3 | $551-99.5% | $9,309-100.0% | $513-99.4% |