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 | $14,216 | $95,776-85.2% | $162,163-91.2% | $77,787-81.7% |
| Participation rate | 97.7% | 88.6%+9.1pp | 87.6%+10.2pp | 73.2%+24.5pp |
| Annual return | 34.00% | 37.03%-3.0pp | 115.59%-81.6pp | 32.57%+1.4pp |
| Employer contribution / active EE | $748 | $3,874-80.7% | $5,614-86.7% | $2,504-70.1% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $10,843-100.0% | $100-100.0% |