Filed June 26, 2023 (most recent of 2 filings on file)
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.
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $53,823-100.0% | $97,450-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 41.9%-41.9pp | 8.4%-8.4pp |
| Annual return | 22.41% | 15.19%+7.2pp | 10.56%+11.9pp | 18.34%+4.1pp |
| Employer contribution / active EE | $5,523 | $14,259-61.3% | $28,542-80.6% | $14,665-62.3% |
| Participant deferral / active EE | $0 | $752-100.0% | $484-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $1,775-100.0% | $1,464-100.0% | $9,141-100.0% |