Filed March 16, 2021 (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 9-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,850 | $68,408-9.6% | $57,179+8.2% | $57,658+7.3% |
| Participation rate | 39.2% | 79.1%-40.0pp | 75.3%-36.2pp | 70.2%-31.1pp |
| Annual return | 2.07% | 8.51%-6.4pp | 14.59%-12.5pp | 5.13%-3.1pp |
| Employer contribution / active EE | $1,943 | $2,869-32.3% | $2,682-27.6% | $1,974-1.6% |
| Participant deferral / active EE | $2,158 | $2,903-25.7% | $3,096-30.3% | $3,061-29.5% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |