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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $21,806 | $58,879-63.0% | $178,490-87.8% | $73,488-70.3% |
| Participation rate | 68.8% | 66.2%+2.6pp | 81.9%-13.1pp | 70.7%-1.9pp |
| Annual return | 16.99% | 24.86%-7.9pp | 151.07%-134.1pp | 28.51%-11.5pp |
| Employer contribution / active EE | $609 | $2,236-72.8% | $5,011-87.9% | $2,270-73.2% |
| Participant deferral / active EE | $2,554 | $2,567-0.5% | $5,202-50.9% | $3,740-31.7% |
| Admin fee / account holder | $130 | $400-67.5% | $13,984-99.1% | $513-74.7% |