Filed September 13, 2017
Total covered: 78 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,439 | $159,202+29.7% | $97,995+110.7% | $77,958+164.8% |
| Participation rate | 90.7% | 91.5%-0.8pp | 82.4%+8.3pp | 71.6%+19.1pp |
| Annual return | 11.60% | 28.47%-16.9pp | 23.94%-12.3pp | 20.87%-9.3pp |
| Employer contribution / active EE | $3,652 | $4,224-13.6% | $4,158-12.2% | $2,310+58.0% |
| Participant deferral / active EE | $5,189 | $7,461-30.5% | $5,097+1.8% | $3,537+46.7% |
| Admin fee / account holder | -$19 | $83-123.0% | $5,943-100.3% | $97-119.5% |