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 | $57,193 | $74,089-22.8% | $133,980-57.3% | $55,167+3.7% |
| Participation rate | 98.6% | 84.3%+14.3pp | 87.1%+11.5pp | 69.0%+29.6pp |
| Annual return | 8.72% | 12.11%-3.4pp | 29.30%-20.6pp | 169.23%-160.5pp |
| Employer contribution / active EE | $3,065 | $3,064+0.1% | $5,211-41.2% | $1,963+56.2% |
| Participant deferral / active EE | $3,560 | $4,678-23.9% | $6,282-43.3% | $3,054+16.6% |
| Admin fee / account holder | $45 | $458-90.2% | $9,324-99.5% | $504-91.1% |