Filed June 2, 2022 (most recent of 2 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,581 | $57,976-7.6% | $62,995-14.9% | $62,292-14.0% |
| Participation rate | 69.9% | 75.9%-6.0pp | 74.8%-4.9pp | 69.5%+0.4pp |
| Annual return | 10.23% | 17.54%-7.3pp | 87.57%-77.3pp | 28.90%-18.7pp |
| Employer contribution / active EE | $1,728 | $2,415-28.4% | $2,759-37.4% | $2,042-15.4% |
| Participant deferral / active EE | $2,172 | $2,956-26.5% | $3,329-34.8% | $3,169-31.5% |
| Admin fee / account holder | $18 | $276-93.6% | $3,600-99.5% | $479-96.3% |