Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 1,542 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $388,567 | $142,480+172.7% | $115,768+235.6% | $142,480+172.7% |
| Participation rate | 91.4% | 76.2%+15.2pp | 74.4%+17.0pp | 76.2%+15.2pp |
| Annual return | 16.79% | 16.32%+0.5pp | 100.46%-83.7pp | 16.32%+0.5pp |
| Employer contribution / active EE | $15,065 | $3,867+289.6% | $2,940+412.5% | $3,867+289.6% |
| Participant deferral / active EE | $19,079 | $6,807+180.3% | $4,917+288.0% | $6,807+180.3% |
| Admin fee / account holder | $0 | $307-100.0% | $12,439-100.0% | $307-100.0% |