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.
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 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | 10.25% | 16.96%-6.7pp | -102.03%+112.3pp | 73.13%-62.9pp |
| Employer contribution / active EE | $9,425 | $5,316+77.3% | $36,229-74.0% | $8,421+11.9% |
| Participant deferral / active EE | $0 | $110-100.0% | $48-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |