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 | $228,986 | $164,350+39.3% | $95,952+138.6% | $106,222+115.6% |
| Participation rate | 81.0% | 90.5%-9.5pp | 77.1%+3.9pp | 70.8%+10.2pp |
| Annual return | 13.63% | 14.56%-0.9pp | 91.61%-78.0pp | 21.69%-8.1pp |
| Employer contribution / active EE | $5,067 | $4,292+18.1% | $2,541+99.4% | $2,723+86.1% |
| Participant deferral / active EE | $8,962 | $7,854+14.1% | $4,167+115.1% | $4,600+94.8% |
| Admin fee / account holder | $0 | $65-100.0% | $6,795-100.0% | $78-100.0% |