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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 | Accounting | $10,500 |
IATSE LOCAL 274+ years Service code 14 · EIN 34-0308265 | Plan Administrator | $8,484 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,070 | $39,898-94.8% | $121,196-98.3% | $55,725-96.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 71.7%+28.3pp | 70.9%+29.1pp |
| Annual return | -6.21% | -0.96%-5.2pp | 16.93%-23.1pp | 244.93%-251.1pp |
| Employer contribution / active EE | $796 | $1,295-38.5% | $4,022-80.2% | $2,078-61.7% |
| Participant deferral / active EE | $0 | $2,439-100.0% | $3,344-100.0% | $3,356-100.0% |
| Admin fee / account holder | $22 | $95-77.2% | $5,019-99.6% | $115-81.2% |