Filed June 19, 2020 (most recent of 3 filings on file)
Total covered: 515 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 6-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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,304 | $57,103-97.7% | $87,507-98.5% | $57,658-97.7% |
| Participation rate | 86.4% | 64.3%+22.1pp | 73.8%+12.6pp | 70.2%+16.2pp |
| Annual return | 19.17% | 12.71%+6.5pp | 12.21%+7.0pp | 5.13%+14.0pp |
| Employer contribution / active EE | $719 | $1,107-35.1% | $2,550-71.8% | $1,974-63.6% |
| Participant deferral / active EE | $487 | $2,250-78.4% | $3,149-84.5% | $3,061-84.1% |
| Admin fee / account holder | $3 | $281-98.8% | $4,221-99.9% | $95-96.6% |