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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,422 | $89,739-24.9% | $149,718-55.0% | $62,292+8.2% |
| Participation rate | 98.7% | 85.1%+13.6pp | 87.1%+11.6pp | 69.5%+29.1pp |
| Annual return | 13.66% | 21.01%-7.3pp | 1501.63%-1488.0pp | 28.90%-15.2pp |
| Employer contribution / active EE | $3,245 | $3,233+0.4% | $5,445-40.4% | $2,042+58.9% |
| Participant deferral / active EE | $3,753 | $4,797-21.8% | $6,569-42.9% | $3,169+18.4% |
| Admin fee / account holder | $46 | $551-91.6% | $11,283-99.6% | $479-90.3% |