Filed December 8, 2018 (most recent of 2 filings on file)
Total covered: 5 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,897 | $55,453-67.7% | $170,442-89.5% | $62,292-71.3% |
| Participation rate | 97.3% | 66.4%+30.9pp | 83.6%+13.7pp | 69.5%+27.8pp |
| Annual return | 0.24% | 21.38%-21.1pp | 205.93%-205.7pp | 28.90%-28.7pp |
| Employer contribution / active EE | $630 | $2,164-70.9% | $5,433-88.4% | $2,042-69.2% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |