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 | $177,263 | $84,487+109.8% | $125,339+41.4% | $66,914+164.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 1.89% | -8.39%+10.3pp | 572.05%-570.2pp | 1.58%+0.3pp |
| Employer contribution / active EE | $8,637 | $3,553+143.1% | $4,814+79.4% | $2,544+239.5% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $3 | $685-99.5% | $10,010-100.0% | $593-99.4% |