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 | $87,819 | $177,276-50.5% | $118,746-26.0% | $177,276-50.5% |
| Participation rate | 98.7% | 74.8%+23.9pp | 78.3%+20.4pp | 74.8%+23.9pp |
| Annual return | 11.92% | 21.25%-9.3pp | 24.54%-12.6pp | 21.25%-9.3pp |
| Employer contribution / active EE | $6,961 | $2,479+180.8% | $4,193+66.0% | $2,479+180.8% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $5,332-100.0% | $3,881-100.0% |
| Admin fee / account holder | $14 | $154-90.9% | $10,720-99.9% | $154-90.9% |