Filed November 26, 2021 (most recent of 5 filings on file)
Total covered: 68 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,768 | $68,413+63.4% | $123,104-9.2% | $55,191+102.5% |
| Participation rate | 88.2% | 84.5%+3.7pp | 86.8%+1.4pp | 69.2%+19.0pp |
| Annual return | -0.29% | 6.30%-6.6pp | 13.22%-13.5pp | 10.78%-11.1pp |
| Employer contribution / active EE | $3,023 | $3,050-0.9% | $5,151-41.3% | $1,899+59.2% |
| Participant deferral / active EE | $5,688 | $4,490+26.7% | $6,230-8.7% | $3,046+86.7% |
| Admin fee / account holder | $0 | $88-100.0% | $9,015-100.0% | $91-100.0% |