Filed August 4, 2021 (most recent of 2 filings on file)
Total covered: 30 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,293 | $47,977-76.5% | $154,107-92.7% | $56,287-79.9% |
| Participation rate | 80.6% | 66.2%+14.5pp | 83.0%-2.4pp | 69.9%+10.8pp |
| Annual return | -6.61% | 3.54%-10.1pp | 735.12%-741.7pp | -9.96%+3.3pp |
| Employer contribution / active EE | $538 | $2,169-75.2% | $5,298-89.8% | $2,111-74.5% |
| Participant deferral / active EE | $2,496 | $2,392+4.4% | $5,081-50.9% | $3,350-25.5% |
| Admin fee / account holder | $3 | $438-99.3% | $13,411-100.0% | $521-99.4% |