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 | $191,374 | $93,223+105.3% | $138,135+38.5% | $93,223+105.3% |
| Participation rate | 98.8% | 74.9%+23.9pp | 78.7%+20.1pp | 74.9%+23.9pp |
| Annual return | 5.16% | 19.29%-14.1pp | 20.51%-15.3pp | 19.29%-14.1pp |
| Employer contribution / active EE | $10,075 | $2,680+276.0% | $5,587+80.3% | $2,680+276.0% |
| Participant deferral / active EE | $12,857 | $4,563+181.8% | $6,431+99.9% | $4,563+181.8% |
| Admin fee / account holder | $70 | $79-11.7% | $11,856-99.4% | $79-11.7% |