Filed December 5, 2024
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $83,167-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 77.9%-77.9pp | 4.3%-4.3pp |
| Annual return | -2.37% | 2.81%-5.2pp | -0.37%-2.0pp | 2.81%-5.2pp |
| Employer contribution / active EE | $22,572 | $16,358+38.0% | $27,460-17.8% | $16,358+38.0% |
| Participant deferral / active EE | $0 | $775-100.0% | $1,021-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,063-100.0% | $1,639-100.0% |