Filed November 21, 2024 (most recent of 3 filings on file)
Total covered: 30 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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,455 | $89,739-37.1% | $149,718-62.3% | $62,292-9.4% |
| Participation rate | 86.8% | 85.1%+1.7pp | 87.1%-0.3pp | 69.5%+17.2pp |
| Annual return | 14.57% | 21.01%-6.4pp | 1501.63%-1487.1pp | 28.90%-14.3pp |
| Employer contribution / active EE | $2,988 | $3,233-7.6% | $5,445-45.1% | $2,042+46.3% |
| Participant deferral / active EE | $2,415 | $4,797-49.7% | $6,569-63.2% | $3,169-23.8% |
| Admin fee / account holder | $41 | $551-92.5% | $11,283-99.6% | $479-91.4% |