Filed April 25, 2019
Total covered: 27 employees
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 7-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.
Participant 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 | $0 | $305,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.0%0pp |
| Annual return | 18.84% | 12.86%+6.0pp | 380.66%-361.8pp | 12.86%+6.0pp |
| Employer contribution / active EE | $50,000 | $13,687+265.3% | $45,083+10.9% | $13,687+265.3% |
| Participant deferral / active EE | $8,901 | $833+968.9% | $272+3170.2% | $833+968.9% |
| Admin fee / account holder | $0 | $0 | $12,800-100.0% | - |