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 | $225,701 | $101,317+122.8% | $146,958+53.6% | $74,495+203.0% |
| Participation rate | 97.0% | 75.5%+21.5pp | 82.2%+14.8pp | 67.2%+29.8pp |
| Annual return | 23.69% | 8730.91%-8707.2pp | 418.34%-394.6pp | 1364.94%-1341.3pp |
| Employer contribution / active EE | $6,882 | $3,810+80.6% | $4,933+39.5% | $2,623+162.4% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $3 | $1,739-99.9% | $12,998-100.0% | $1,942-99.9% |