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 | $13,633 | $118,337-88.5% | $189,513-92.8% | $93,030-85.3% |
| Participation rate | 99.5% | 89.1%+10.5pp | 87.8%+11.7pp | 73.9%+25.6pp |
| Annual return | 16.30% | 21.77%-5.5pp | 555.15%-538.9pp | 158.70%-142.4pp |
| Employer contribution / active EE | $490 | $4,204-88.3% | $6,162-92.0% | $2,706-81.9% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $100-100.0% | $12,045-100.0% | $152-100.0% |