Filed August 8, 2019 (most recent of 2 filings on file)
Total covered: 2 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.
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 | $84,015 | $39,122+114.8% | $57,179+46.9% | $62,891+33.6% |
| Participation rate | 73.2% | 70.5%+2.7pp | 75.3%-2.2pp | 69.3%+3.9pp |
| Annual return | 11.29% | 9.23%+2.1pp | 14.59%-3.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $3,616 | $1,874+93.0% | $2,682+34.8% | $2,281+58.5% |
| Participant deferral / active EE | $6,054 | $2,374+155.0% | $3,096+95.5% | $3,203+89.0% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |