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.
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 | $23,414 | $76,670-69.5% | $96,683-75.8% | $71,457-67.2% |
| Participation rate | 75.3% | 66.6%+8.7pp | 74.3%+0.9pp | 67.9%+7.3pp |
| Annual return | 86.41% | 48.29%+38.1pp | 35.69%+50.7pp | 28.85%+57.6pp |
| Employer contribution / active EE | $3,767 | $3,031+24.3% | $3,737+0.8% | $2,588+45.6% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |