Filed February 28, 2023
Total covered: 6 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 | $72,266 | $57,976+24.6% | $62,995+14.7% | $62,292+16.0% |
| Participation rate | 87.0% | 75.9%+11.1pp | 74.8%+12.2pp | 69.5%+17.5pp |
| Annual return | 16.15% | 17.54%-1.4pp | 87.57%-71.4pp | 28.90%-12.7pp |
| Employer contribution / active EE | $3,428 | $2,415+42.0% | $2,759+24.2% | $2,042+67.8% |
| Participant deferral / active EE | $2,910 | $2,956-1.6% | $3,329-12.6% | $3,169-8.2% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |