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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,489 | $89,569+79.2% | $127,761+25.6% | $89,569+79.2% |
| Participation rate | 98.4% | 69.6%+28.8pp | 79.0%+19.4pp | 69.6%+28.8pp |
| Annual return | 8.98% | 34.56%-25.6pp | 26.14%-17.2pp | 34.56%-25.6pp |
| Employer contribution / active EE | $7,425 | $2,584+187.3% | $4,574+62.3% | $2,584+187.3% |
| Participant deferral / active EE | $9,843 | $4,220+133.2% | $6,021+63.5% | $4,220+133.2% |
| Admin fee / account holder | $69 | $72-3.2% | $9,395-99.3% | $72-3.2% |