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 | $100,492 | $101,517-1.0% | $152,466-34.1% | $101,517-1.0% |
| Participation rate | 99.0% | 74.6%+24.5pp | 78.2%+20.8pp | 74.6%+24.5pp |
| Annual return | 11.87% | 21.00%-9.1pp | 757.33%-745.5pp | 21.00%-9.1pp |
| Employer contribution / active EE | $7,926 | $2,973+166.6% | $4,327+83.2% | $2,973+166.6% |
| Participant deferral / active EE | $0 | $4,873-100.0% | $5,820-100.0% | $4,873-100.0% |
| Admin fee / account holder | $86 | $139-38.3% | $15,805-99.5% | $139-38.3% |