Filed June 4, 2020 (most recent of 6 filings on file)
Total covered: 47 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 exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,111 | $99,062+179.7% | $153,485+80.5% | $99,062+179.7% |
| Participation rate | 99.0% | 71.6%+27.4pp | 77.1%+21.9pp | 71.6%+27.4pp |
| Annual return | 8.57% | 17.66%-9.1pp | 15.65%-7.1pp | 17.66%-9.1pp |
| Employer contribution / active EE | $10,738 | $3,262+229.2% | $5,039+113.1% | $3,262+229.2% |
| Participant deferral / active EE | $14,758 | $5,331+176.8% | $6,757+118.4% | $5,331+176.8% |
| Admin fee / account holder | $179 | $109+64.7% | $12,724-98.6% | $109+64.7% |