Filed February 16, 2021 (most recent of 5 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 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | 14.45% | 8.28%+6.2pp | 8.46%+6.0pp | 9.11%+5.3pp |
| Employer contribution / active EE | $3,910 | $8,225-52.5% | $25,175-84.5% | $12,231-68.0% |
| Participant deferral / active EE | $0 | $294-100.0% | $181-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |