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 | $50,468 | $55,002-8.2% | $59,878-15.7% | $56,287-10.3% |
| Participation rate | 86.2% | 75.9%+10.2pp | 74.7%+11.5pp | 69.9%+16.3pp |
| Annual return | -4.05% | 1.13%-5.2pp | 3.46%-7.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $3,906 | $2,448+59.6% | $2,722+43.5% | $2,111+85.0% |
| Participant deferral / active EE | $3,139 | $3,121+0.6% | $3,402-7.7% | $3,350-6.3% |
| Admin fee / account holder | $66 | $236-72.1% | $3,590-98.2% | $521-87.4% |