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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,861 | $78,044+10.0% | $129,110-33.5% | $78,044+10.0% |
| Participation rate | 98.9% | 74.4%+24.4pp | 77.3%+21.6pp | 74.4%+24.4pp |
| Annual return | -14.33% | 10.87%-25.2pp | -10.94%-3.4pp | 10.87%-25.2pp |
| Employer contribution / active EE | $8,740 | $3,125+179.7% | $5,052+73.0% | $3,125+179.7% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $6,542-100.0% | $5,084-100.0% |
| Admin fee / account holder | $63 | $79-20.1% | $14,302-99.6% | $79-20.1% |