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 | $98,644 | $103,482-4.7% | $142,449-30.8% | $103,482-4.7% |
| Participation rate | 98.9% | 73.3%+25.7pp | 76.8%+22.1pp | 73.3%+25.7pp |
| Annual return | 15.64% | 33.11%-17.5pp | 19.99%-4.4pp | 33.11%-17.5pp |
| Employer contribution / active EE | $9,297 | $3,208+189.8% | $4,847+91.8% | $3,208+189.8% |
| Participant deferral / active EE | $0 | $5,207-100.0% | $6,283-100.0% | $5,207-100.0% |
| Admin fee / account holder | $69 | $114-39.9% | $10,011-99.3% | $114-39.9% |