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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,760 | $73,638+275.8% | $95,952+188.4% | $73,488+276.6% |
| Participation rate | 98.0% | 76.2%+21.9pp | 77.1%+21.0pp | 70.7%+27.4pp |
| Annual return | 31.56% | 16.78%+14.8pp | 91.61%-60.1pp | 28.51%+3.0pp |
| Employer contribution / active EE | $15,866 | $1,863+751.5% | $2,541+524.4% | $2,270+598.9% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6 | $482-98.7% | $6,795-99.9% | $513-98.8% |