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.
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 | $71,311 | $67,505+5.6% | $90,223-21.0% | $67,505+5.6% |
| Participation rate | 99.6% | 71.2%+28.4pp | 79.0%+20.5pp | 71.2%+28.4pp |
| Annual return | 1.10% | 6.52%-5.4pp | 1.31%-0.2pp | 6.52%-5.4pp |
| Employer contribution / active EE | $7,020 | $2,173+223.1% | $4,378+60.3% | $2,173+223.1% |
| Participant deferral / active EE | $0 | $3,597-100.0% | $5,792-100.0% | $3,597-100.0% |
| Admin fee / account holder | $0 | $56-100.0% | $7,406-100.0% | $56-100.0% |