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 | $257,153 | $80,705+218.6% | $115,768+122.1% | $67,986+278.2% |
| Participation rate | 97.6% | 63.0%+34.6pp | 74.4%+23.2pp | 57.2%+40.4pp |
| Annual return | 14.81% | 18.49%-3.7pp | 100.46%-85.6pp | 31.67%-16.9pp |
| Employer contribution / active EE | $6,584 | $2,046+221.8% | $2,940+124.0% | $2,019+226.2% |
| Participant deferral / active EE | $10,545 | $3,559+196.3% | $4,917+114.5% | $3,358+214.0% |
| Admin fee / account holder | $0 | $4,135-100.0% | $12,439-100.0% | $3,203-100.0% |