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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,743 | $171,796-50.1% | $111,297-23.0% | $106,520-19.5% |
| Participation rate | 95.9% | 88.6%+7.3pp | 77.3%+18.6pp | 71.3%+24.6pp |
| Annual return | 13.67% | 18.62%-4.9pp | 54.65%-41.0pp | 19.28%-5.6pp |
| Employer contribution / active EE | $2,163 | $4,687-53.9% | $2,731-20.8% | $2,840-23.8% |
| Participant deferral / active EE | $3,775 | $7,845-51.9% | $4,487-15.9% | $4,948-23.7% |
| Admin fee / account holder | $13 | $69-81.0% | $7,964-99.8% | $75-82.3% |