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 | $142,781 | $88,515+61.3% | $162,163-12.0% | $67,579+111.3% |
| Participation rate | 86.0% | 86.8%-0.8pp | 87.6%-1.6pp | 71.3%+14.7pp |
| Annual return | 24.04% | 27.04%-3.0pp | 115.59%-91.5pp | 378.56%-354.5pp |
| Employer contribution / active EE | $4,228 | $3,563+18.7% | $5,614-24.7% | $2,148+96.9% |
| Participant deferral / active EE | $6,422 | $5,724+12.2% | $7,298-12.0% | $3,539+81.4% |
| Admin fee / account holder | $0 | $124-100.0% | $10,843-100.0% | $142-100.0% |