Filed March 31, 2025 (most recent of 4 filings on file)
Total covered: 17 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,805 | $29,369+226.2% | $77,482+23.6% | $73,409+30.5% |
| Participation rate | 40.6% | 37.9%+2.7pp | 54.2%-13.6pp | 72.2%-31.6pp |
| Annual return | 16.23% | 358.15%-341.9pp | 54.79%-38.6pp | 59.29%-43.1pp |
| Employer contribution / active EE | $767 | $406+89.0% | $986-22.2% | $2,234-65.7% |
| Participant deferral / active EE | $1,591 | $941+69.1% | $1,861-14.5% | $3,805-58.2% |
| Admin fee / account holder | $7 | $123-94.2% | $2,858-99.8% | $158-95.5% |