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.
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 | $28,138 | $58,879-52.2% | $178,490-84.2% | $73,488-61.7% |
| Participation rate | 93.1% | 66.2%+26.8pp | 81.9%+11.1pp | 70.7%+22.4pp |
| Annual return | 13.18% | 24.86%-11.7pp | 151.07%-137.9pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,100 | $2,236-50.8% | $5,011-78.1% | $2,270-51.6% |
| Participant deferral / active EE | $1,571 | $2,567-38.8% | $5,202-69.8% | $3,740-58.0% |
| Admin fee / account holder | $4 | $400-98.9% | $13,984-100.0% | $513-99.1% |