Filed February 28, 2022 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,511 | $48,230+116.7% | $67,502+54.8% | $80,856+29.3% |
| Participation rate | 76.6% | 66.4%+10.2pp | 72.9%+3.7pp | 67.6%+9.0pp |
| Annual return | 16.85% | 18.28%-1.4pp | 3512.12%-3495.3pp | 35.59%-18.7pp |
| Employer contribution / active EE | $6,645 | $2,020+229.0% | $2,731+143.3% | $2,755+141.2% |
| Participant deferral / active EE | $5,934 | $2,924+103.0% | $4,000+48.4% | $4,296+38.1% |
| Admin fee / account holder | $2 | $3,681-99.9% | $3,998-100.0% | $6,918-100.0% |