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 | $266,654 | $103,482+157.7% | $142,449+87.2% | $103,482+157.7% |
| Participation rate | 98.7% | 73.3%+25.4pp | 76.8%+21.9pp | 73.3%+25.4pp |
| Annual return | 12.16% | 33.11%-21.0pp | 19.99%-7.8pp | 33.11%-21.0pp |
| Employer contribution / active EE | $10,180 | $3,208+217.4% | $4,847+110.0% | $3,208+217.4% |
| Participant deferral / active EE | $14,173 | $5,207+172.2% | $6,283+125.6% | $5,207+172.2% |
| Admin fee / account holder | $150 | $114+31.5% | $10,011-98.5% | $114+31.5% |