Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 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.
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 | $182,094 | $136,209+33.7% | $82,313+121.2% | $80,976+124.9% |
| Participation rate | 77.8% | 88.0%-10.2pp | 76.9%+0.9pp | 68.3%+9.5pp |
| Annual return | 15.47% | 21.54%-6.1pp | 25.88%-10.4pp | 22.91%-7.4pp |
| Employer contribution / active EE | $5,417 | $3,633+49.1% | $2,428+123.1% | $2,402+125.5% |
| Participant deferral / active EE | $8,334 | $6,693+24.5% | $3,706+124.9% | $3,848+116.6% |
| Admin fee / account holder | $0 | $62-100.0% | $5,608-100.0% | $67-100.0% |