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.
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 | $21,053 | $80,354-73.8% | $133,980-84.3% | $63,975-67.1% |
| Participation rate | 88.5% | 87.5%+1.0pp | 87.1%+1.5pp | 71.1%+17.4pp |
| Annual return | 42.74% | 13.11%+29.6pp | 29.30%+13.4pp | 48.65%-5.9pp |
| Employer contribution / active EE | $1,191 | $3,503-66.0% | $5,211-77.1% | $2,182-45.4% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |