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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,476 | $86,225+58.3% | $146,665-6.9% | $86,799+57.2% |
| Participation rate | 92.3% | 78.0%+14.3pp | 80.1%+12.2pp | 72.3%+20.0pp |
| Annual return | 14.59% | 31.23%-16.6pp | 22.74%-8.2pp | 97.91%-83.3pp |
| Employer contribution / active EE | $3,672 | $2,392+53.5% | $4,136-11.2% | $2,405+52.7% |
| Participant deferral / active EE | $4,218 | $4,245-0.6% | $5,506-23.4% | $4,131+2.1% |
| Admin fee / account holder | $58 | $195-70.2% | $10,280-99.4% | $170-65.7% |