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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,516 | $126,925-49.2% | $74,183-13.0% | $329,111-80.4% |
| Participation rate | 83.5% | 87.5%-4.1pp | 76.6%+6.9pp | 67.9%+15.6pp |
| Annual return | 32.66% | 10.67%+22.0pp | 17.74%+14.9pp | 16.35%+16.3pp |
| Employer contribution / active EE | $1,711 | $3,536-51.6% | $2,370-27.8% | $2,303-25.7% |
| Participant deferral / active EE | $3,268 | $6,619-50.6% | $3,550-7.9% | $3,682-11.3% |
| Admin fee / account holder | $0 | $64-100.0% | $5,586-100.0% | $754-100.0% |