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 | $140,107 | $81,537+71.8% | $149,718-6.4% | $69,631+101.2% |
| Participation rate | 82.4% | 86.1%-3.7pp | 87.1%-4.7pp | 70.7%+11.7pp |
| Annual return | 17.44% | 22.79%-5.3pp | 1501.63%-1484.2pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $3,225 | $3,239-0.4% | $5,445-40.8% | $2,032+58.7% |
| Participant deferral / active EE | $5,673 | $4,994+13.6% | $6,569-13.6% | $3,224+76.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |