Filed July 1, 2025 (most recent of 2 filings on file)
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 | $114,614 | $65,322+75.5% | $70,449+62.7% | $73,488+56.0% |
| Participation rate | 98.3% | 77.0%+21.3pp | 75.1%+23.2pp | 70.7%+27.6pp |
| Annual return | 13.36% | 15.71%-2.4pp | 109.03%-95.7pp | 28.51%-15.2pp |
| Employer contribution / active EE | $5,563 | $2,460+126.2% | $2,737+103.3% | $2,270+145.1% |
| Participant deferral / active EE | $4,310 | $3,375+27.7% | $3,709+16.2% | $3,740+15.3% |
| Admin fee / account holder | $146 | $214-31.8% | $3,845-96.2% | $513-71.6% |