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 | $119,077 | $71,802+65.8% | $133,980-11.1% | $57,658+106.5% |
| Participation rate | 87.1% | 85.5%+1.7pp | 87.1%+0.1pp | 70.2%+16.9pp |
| Annual return | 8.76% | 13.51%-4.7pp | 29.30%-20.5pp | 5.13%+3.6pp |
| Employer contribution / active EE | $3,074 | $3,161-2.8% | $5,211-41.0% | $1,974+55.7% |
| Participant deferral / active EE | $5,851 | $4,606+27.0% | $6,282-6.9% | $3,061+91.2% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |