Filed August 11, 2021 (most recent of 2 filings on file)
Total covered: 9 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 | $54,071 | $43,423+24.5% | $78,689-31.3% | $55,167-2.0% |
| Participation rate | 98.0% | 68.0%+30.0pp | 73.6%+24.4pp | 69.0%+29.0pp |
| Annual return | 9.52% | 11.53%-2.0pp | 62.18%-52.7pp | 169.23%-159.7pp |
| Employer contribution / active EE | $4,102 | $1,997+105.4% | $2,851+43.9% | $1,963+109.0% |
| Participant deferral / active EE | $5,550 | $2,509+121.2% | $3,517+57.8% | $3,054+81.7% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |