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 | $69,549 | $82,204-15.4% | $127,761-45.6% | $82,204-15.4% |
| Participation rate | 98.7% | 73.4%+25.3pp | 79.0%+19.7pp | 73.4%+25.3pp |
| Annual return | 17.66% | 26.31%-8.6pp | 26.14%-8.5pp | 26.31%-8.6pp |
| Employer contribution / active EE | $6,244 | $2,707+130.6% | $4,574+36.5% | $2,707+130.6% |
| Participant deferral / active EE | $0 | $4,246-100.0% | $6,021-100.0% | $4,246-100.0% |
| Admin fee / account holder | $34 | $76-55.6% | $9,395-99.6% | $76-55.6% |