Filed September 21, 2024 (most recent of 5 filings on file)
Total covered: 4 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,556 | $101,317-41.2% | $146,958-59.5% | $74,495-20.1% |
| Participation rate | 99.2% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | -20.99% | 8730.91%-8751.9pp | 418.34%-439.3pp | 1364.94%-1385.9pp |
| Employer contribution / active EE | $4,738 | $3,810+24.4% | $4,933-3.9% | $2,623+80.6% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |