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 | $120,131 | $80,005+50.2% | $140,016-14.2% | $55,725+115.6% |
| Participation rate | 85.1% | 87.0%-1.8pp | 87.5%-2.3pp | 70.9%+14.3pp |
| Annual return | -5.05% | 0.46%-5.5pp | 651.12%-656.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $3,468 | $3,403+1.9% | $5,606-38.1% | $2,078+66.9% |
| Participant deferral / active EE | $6,011 | $5,264+14.2% | $6,927-13.2% | $3,356+79.1% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |