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 | $12,638 | $95,918-86.8% | $151,611-91.7% | $77,904-83.8% |
| Participation rate | 99.4% | 88.7%+10.6pp | 87.5%+11.9pp | 73.7%+25.7pp |
| Annual return | -2.76% | -5.50%+2.7pp | 3.33%-6.1pp | 12.21%-15.0pp |
| Employer contribution / active EE | $484 | $4,330-88.8% | $6,166-92.1% | $2,848-83.0% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $93-99.6% | $11,616-100.0% | $133-99.7% |