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 | $13,540 | $69,362-80.5% | $101,248-86.6% | $73,488-81.6% |
| Participation rate | 93.0% | 68.4%+24.7pp | 75.8%+17.2pp | 70.7%+22.4pp |
| Annual return | -23.04% | 18.46%-41.5pp | 46.47%-69.5pp | 28.51%-51.6pp |
| Employer contribution / active EE | $4,525 | $2,628+72.2% | $3,660+23.7% | $2,270+99.3% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |