Filed March 26, 2019
Total covered: 45 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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,200 | $59,186+321.0% | $76,768+224.6% | $56,287+342.7% |
| Participation rate | 97.3% | 75.2%+22.1pp | 77.0%+20.3pp | 69.9%+27.4pp |
| Annual return | 12.18% | 6.62%+5.6pp | 2.43%+9.8pp | -9.96%+22.1pp |
| Employer contribution / active EE | $31,075 | $1,759+1667.1% | $2,485+1150.4% | $2,111+1372.1% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $8 | $489-98.4% | $6,675-99.9% | $521-98.5% |