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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,050 | $100,923+135.9% | $150,045+58.7% | $74,304+220.4% |
| Participation rate | 98.2% | 70.1%+28.2pp | 82.3%+15.9pp | 60.3%+37.9pp |
| Annual return | 2.15% | 51.77%-49.6pp | 62.55%-60.4pp | 29.43%-27.3pp |
| Employer contribution / active EE | $8,962 | $3,463+158.8% | $4,693+91.0% | $2,241+299.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $3 | $2,767-99.9% | $13,435-100.0% | $2,969-99.9% |