Filed June 7, 2024
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).
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 | $45,889 | $46,173-0.6% | $170,442-73.1% | $69,631-34.1% |
| Participation rate | 96.0% | 63.9%+32.1pp | 83.6%+12.4pp | 70.7%+25.3pp |
| Annual return | 14.02% | 21.62%-7.6pp | 205.93%-191.9pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $1,818 | $1,610+12.9% | $5,433-66.5% | $2,032-10.5% |
| Participant deferral / active EE | $2,327 | $2,080+11.9% | $4,939-52.9% | $3,224-27.8% |
| Admin fee / account holder | $2 | $116-98.5% | $13,880-100.0% | $110-98.5% |