Filed February 25, 2019 (most recent of 4 filings on file)
Total covered: 6 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.
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 | $16,374 | $63,114-74.1% | $92,893-82.4% | $65,185-74.9% |
| Participation rate | 98.8% | 68.8%+30.0pp | 76.0%+22.8pp | 70.2%+28.6pp |
| Annual return | -1.38% | 28.75%-30.1pp | 109.41%-110.8pp | 29.38%-30.8pp |
| Employer contribution / active EE | $4,185 | $2,571+62.8% | $3,653+14.6% | $2,177+92.3% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |