Filed September 29, 2020 (most recent of 4 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.
Employer contribution per participant 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 | $36,224-100.0% | $158,848-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 13.3%-13.3pp | 2.1%-2.1pp |
| Annual return | 8.23% | 9.14%-0.9pp | 9.49%-1.3pp | 9.14%-0.9pp |
| Employer contribution / active EE | $5,224 | $19,963-73.8% | $24,351-78.5% | $19,963-73.8% |
| Participant deferral / active EE | $0 | $919-100.0% | $28-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |