Filed May 1, 2023 (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.
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 | $59,569 | $57,976+2.7% | $62,995-5.4% | $62,292-4.4% |
| Participation rate | 88.0% | 75.9%+12.1pp | 74.8%+13.2pp | 69.5%+18.5pp |
| Annual return | 15.01% | 17.54%-2.5pp | 87.57%-72.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $3,861 | $2,415+59.9% | $2,759+39.9% | $2,042+89.0% |
| Participant deferral / active EE | $3,404 | $2,956+15.1% | $3,329+2.2% | $3,169+7.4% |
| Admin fee / account holder | $49 | $276-82.1% | $3,600-98.6% | $479-89.7% |