Filed November 2, 2022
Total covered: 34 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $25,816 | $73,823-65.0% | $379,746-93.2% | $73,488-64.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.4%+21.6pp | 70.7%+29.3pp |
| Annual return | -9.38% | 29.06%-38.4pp | 34.90%-44.3pp | 28.51%-37.9pp |
| Employer contribution / active EE | $0 | $2,472-100.0% | $3,540-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $607-100.0% | $7,927-100.0% | $513-100.0% |