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 | $13,363-100.0% | $306,246-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 62.9%-62.9pp | 2.2%-2.2pp |
| Annual return | 6.32% | 9.11%-2.8pp | 35.14%-28.8pp | 9.11%-2.8pp |
| Employer contribution / active EE | $61,943 | $12,231+406.4% | $46,378+33.6% | $12,231+406.4% |
| Participant deferral / active EE | $10,866 | $1,272+754.2% | $69+15546.4% | $1,272+754.2% |
| Admin fee / account holder | $0 | $125-100.0% | $4,448-100.0% | $125-100.0% |