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 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 | $76,785 | $65,292+17.6% | $105,722-27.4% | $65,292+17.6% |
| Participation rate | 98.5% | 72.4%+26.1pp | 78.9%+19.6pp | 72.4%+26.1pp |
| Annual return | 5.82% | 11.84%-6.0pp | 12.25%-6.4pp | 11.84%-6.0pp |
| Employer contribution / active EE | $6,534 | $2,302+183.9% | $4,079+60.2% | $2,302+183.9% |
| Participant deferral / active EE | $0 | $3,579-100.0% | $5,326-100.0% | $3,579-100.0% |
| Admin fee / account holder | $1 | $57-98.5% | $8,308-100.0% | $57-98.5% |