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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $164,684 | $111,608+47.6% | $177,821-7.4% | $73,409+124.3% |
| Participation rate | 85.6% | 87.9%-2.3pp | 87.7%-2.2pp | 72.2%+13.4pp |
| Annual return | 12.80% | 18.23%-5.4pp | 48.32%-35.5pp | 59.29%-46.5pp |
| Employer contribution / active EE | $4,740 | $3,796+24.9% | $5,918-19.9% | $2,234+112.2% |
| Participant deferral / active EE | $7,003 | $6,199+13.0% | $7,714-9.2% | $3,805+84.0% |
| Admin fee / account holder | $0 | $166-100.0% | $12,427-100.0% | $158-100.0% |