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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,890 | $93,223-3.6% | $138,135-34.9% | $93,223-3.6% |
| Participation rate | 99.1% | 74.9%+24.2pp | 78.7%+20.4pp | 74.9%+24.2pp |
| Annual return | 12.16% | 19.29%-7.1pp | 20.51%-8.3pp | 19.29%-7.1pp |
| Employer contribution / active EE | $8,361 | $2,680+212.0% | $5,587+49.7% | $2,680+212.0% |
| Participant deferral / active EE | $0 | $4,563-100.0% | $6,431-100.0% | $4,563-100.0% |
| Admin fee / account holder | $40 | $79-49.3% | $11,856-99.7% | $79-49.3% |