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 | $102,874 | $71,142+44.6% | $119,609-14.0% | $64,808+58.7% |
| Participation rate | 96.2% | 78.6%+17.6pp | 79.3%+17.0pp | 71.5%+24.8pp |
| Annual return | -16.39% | -10.01%-6.4pp | -14.97%-1.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $4,653 | $2,497+86.3% | $4,232+10.0% | $2,506+85.7% |
| Participant deferral / active EE | $4,691 | $4,490+4.5% | $5,602-16.3% | $4,310+8.8% |
| Admin fee / account holder | $161 | $162-0.9% | $10,323-98.4% | $188-14.4% |