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 | $81,410 | $68,904+18.1% | $111,392-26.9% | $68,904+18.1% |
| Participation rate | 98.5% | 74.1%+24.3pp | 78.9%+19.6pp | 74.1%+24.3pp |
| Annual return | -3.97% | 1.07%-5.0pp | -2.06%-1.9pp | 1.07%-5.0pp |
| Employer contribution / active EE | $7,549 | $2,540+197.2% | $4,328+74.4% | $2,540+197.2% |
| Participant deferral / active EE | $0 | $4,015-100.0% | $5,567-100.0% | $4,015-100.0% |
| Admin fee / account holder | $35 | $71-50.8% | $12,266-99.7% | $71-50.8% |