Filed August 13, 2021 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,993 | $41,854-18.8% | $73,843-54.0% | $52,331-35.0% |
| Participation rate | 31.7% | 66.2%-34.5pp | 73.4%-41.7pp | 68.1%-36.4pp |
| Annual return | 1.84% | 2.11%-0.3pp | 2267.84%-2266.0pp | 4.54%-2.7pp |
| Employer contribution / active EE | $516 | $1,920-73.1% | $2,787-81.5% | $1,882-72.6% |
| Participant deferral / active EE | $1,412 | $2,498-43.5% | $3,583-60.6% | $3,022-53.3% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |