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 | $48,263 | $79,523-39.3% | $140,016-65.5% | $56,287-14.3% |
| Participation rate | 99.0% | 85.7%+13.3pp | 87.5%+11.5pp | 69.9%+29.1pp |
| Annual return | -5.16% | 2.39%-7.6pp | 651.12%-656.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $3,660 | $3,350+9.2% | $5,606-34.7% | $2,111+73.4% |
| Participant deferral / active EE | $2,962 | $5,129-42.2% | $6,927-57.2% | $3,350-11.6% |
| Admin fee / account holder | $41 | $614-93.3% | $10,705-99.6% | $521-92.1% |