Filed June 18, 2024 (most recent of 5 filings on file)
Total covered: 3 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $50,874 | $70,667-28.0% | $123,104-58.7% | $52,331-2.8% |
| Participation rate | 97.1% | 83.7%+13.4pp | 86.8%+10.4pp | 68.1%+29.0pp |
| Annual return | -0.62% | 6.23%-6.9pp | 13.22%-13.8pp | 4.54%-5.2pp |
| Employer contribution / active EE | $2,837 | $2,946-3.7% | $5,151-44.9% | $1,882+50.8% |
| Participant deferral / active EE | $3,244 | $4,493-27.8% | $6,230-47.9% | $3,022+7.4% |
| Admin fee / account holder | $53 | $506-89.5% | $9,015-99.4% | $592-91.0% |