Filed January 3, 2020 (most recent of 4 filings on file)
Total covered: 127 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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,458 | $75,760-79.6% | $123,104-87.4% | $59,188-73.9% |
| Participation rate | 91.8% | 86.0%+5.8pp | 86.8%+5.0pp | 69.4%+22.4pp |
| Annual return | 9.02% | 2.93%+6.1pp | 13.22%-4.2pp | 5.51%+3.5pp |
| Employer contribution / active EE | $945 | $3,415-72.3% | $5,151-81.7% | $2,098-55.0% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,230-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $61-100.0% | $9,015-100.0% | $92-100.0% |