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 | $59,183 | $98,982-40.2% | $162,163-63.5% | $65,185-9.2% |
| Participation rate | 92.2% | 85.8%+6.4pp | 87.6%+4.6pp | 70.2%+22.0pp |
| Annual return | 17.46% | 24.84%-7.4pp | 115.59%-98.1pp | 29.38%-11.9pp |
| Employer contribution / active EE | $2,979 | $3,467-14.1% | $5,614-46.9% | $2,177+36.9% |
| Participant deferral / active EE | $3,499 | $5,384-35.0% | $7,298-52.0% | $3,514-0.4% |
| Admin fee / account holder | $34 | $596-94.2% | $10,843-99.7% | $847-95.9% |