Filed January 29, 2024
Total covered: 32 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,191 | $282,106-90.4% | $172,739-84.3% | - |
| Participation rate | 88.4% | 64.8%+23.5pp | 82.6%+5.7pp | - |
| Annual return | 23.45% | 12.00%+11.5pp | 802.84%-779.4pp | - |
| Employer contribution / active EE | $1,034 | $1,776-41.8% | $5,143-79.9% | - |
| Participant deferral / active EE | $1,485 | $2,424-38.7% | $5,198-71.4% | - |
| Admin fee / account holder | $3 | $24,081-100.0% | $13,954-100.0% | - |