Filed November 21, 2024 (most recent of 3 filings on file)
Total covered: 30 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,106 | $70,667-22.0% | $123,104-55.2% | $52,331+5.3% |
| Participation rate | 90.8% | 83.7%+7.1pp | 86.8%+4.0pp | 68.1%+22.7pp |
| Annual return | 2.50% | 6.23%-3.7pp | 13.22%-10.7pp | 4.54%-2.0pp |
| Employer contribution / active EE | $3,240 | $2,946+10.0% | $5,151-37.1% | $1,882+72.2% |
| Participant deferral / active EE | $2,519 | $4,493-43.9% | $6,230-59.6% | $3,022-16.6% |
| Admin fee / account holder | $38 | $506-92.4% | $9,015-99.6% | $592-93.5% |