Filed October 18, 2022 (most recent of 19 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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $328,890-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.1%-41.1pp | 0.0%0pp |
| Annual return | 5.99% | 9.09%-3.1pp | 8.43%-2.4pp | 9.09%-3.1pp |
| Employer contribution / active EE | $5,063 | $9,429-46.3% | $29,249-82.7% | $9,429-46.3% |
| Participant deferral / active EE | $0 | $490-100.0% | $13-100.0% | $490-100.0% |
| Admin fee / account holder | $0 | $0 | $10,081-100.0% | - |