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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $79,650 | $164,350-51.5% | $95,952-17.0% | $106,222-25.0% |
| Participation rate | 93.0% | 90.5%+2.5pp | 77.1%+15.9pp | 70.8%+22.2pp |
| Annual return | 12.94% | 14.56%-1.6pp | 91.61%-78.7pp | 21.69%-8.7pp |
| Employer contribution / active EE | $1,751 | $4,292-59.2% | $2,541-31.1% | $2,723-35.7% |
| Participant deferral / active EE | $3,377 | $7,854-57.0% | $4,167-19.0% | $4,600-26.6% |
| Admin fee / account holder | $0 | $65-100.0% | $6,795-100.0% | $78-100.0% |