Filed September 8, 2023 (most recent of 2 filings on file)
Total covered: 7 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,217 | $62,267+46.5% | $110,238-17.3% | $55,725+63.7% |
| Participation rate | 96.0% | 78.1%+17.8pp | 79.8%+16.1pp | 70.9%+25.1pp |
| Annual return | -6.43% | -1.07%-5.4pp | 314.74%-321.2pp | 244.93%-251.4pp |
| Employer contribution / active EE | $3,434 | $1,941+76.9% | $3,826-10.2% | $2,078+65.3% |
| Participant deferral / active EE | $3,598 | $3,516+2.3% | $4,672-23.0% | $3,356+7.2% |
| Admin fee / account holder | $39 | $121-67.9% | $8,547-99.5% | $115-66.4% |