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 | $200,507 | $143,368+39.9% | $87,100+130.2% | $89,569+123.9% |
| Participation rate | 81.0% | 88.2%-7.2pp | 76.9%+4.1pp | 69.6%+11.4pp |
| Annual return | 20.69% | 28.55%-7.9pp | 28.19%-7.5pp | 34.56%-13.9pp |
| Employer contribution / active EE | $5,723 | $4,012+42.6% | $2,521+127.0% | $2,584+121.4% |
| Participant deferral / active EE | $9,031 | $7,129+26.7% | $4,049+123.1% | $4,220+114.0% |
| Admin fee / account holder | $0 | $61-100.0% | $7,497-100.0% | $72-100.0% |