Filed October 26, 2022 (most recent of 3 filings on file)
Total covered: 4 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 | $128,528 | $67,166+91.4% | $57,343+124.1% | $55,191+132.9% |
| Participation rate | 94.3% | 77.7%+16.6pp | 75.1%+19.2pp | 69.2%+25.1pp |
| Annual return | 2.06% | 4.22%-2.2pp | 24.39%-22.3pp | 10.78%-8.7pp |
| Employer contribution / active EE | $5,554 | $2,812+97.5% | $2,689+106.6% | $1,899+192.5% |
| Participant deferral / active EE | $7,539 | $2,835+165.9% | $3,162+138.4% | $3,046+147.5% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |