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.
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 | $122,176 | $78,419+55.8% | $133,956-8.8% | $73,409+66.4% |
| Participation rate | 97.8% | 78.6%+19.2pp | 79.8%+17.9pp | 72.2%+25.6pp |
| Annual return | 18.43% | 33.35%-14.9pp | 45.09%-26.7pp | 59.29%-40.9pp |
| Employer contribution / active EE | $3,639 | $2,044+78.1% | $3,919-7.1% | $2,234+62.9% |
| Participant deferral / active EE | $4,016 | $3,925+2.3% | $5,048-20.4% | $3,805+5.5% |
| Admin fee / account holder | $51 | $161-68.2% | $8,927-99.4% | $158-67.5% |