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 | $112,808 | $48,795+131.2% | $65,493+72.2% | $84,808+33.0% |
| Participation rate | 78.4% | 67.0%+11.5pp | 73.1%+5.3pp | 68.3%+10.1pp |
| Annual return | 16.24% | 20.20%-4.0pp | 982.45%-966.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $5,686 | $1,930+194.7% | $2,574+120.9% | $2,631+116.1% |
| Participant deferral / active EE | $5,609 | $2,928+91.5% | $3,961+41.6% | $4,212+33.2% |
| Admin fee / account holder | $4 | $3,877-99.9% | $5,028-99.9% | $7,344-100.0% |